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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,756 | $165,399+226.9% | $149,745+261.1% | $158,982+240.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 21.39% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $2,131 | $5,105-58.3% | $4,646-54.1% | $4,763-55.3% |
| Participant deferral / active EE | $11,769 | $7,183+63.8% | $6,843+72.0% | $5,983+96.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |