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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 | $563,461 | $172,111+227.4% | $150,298+274.9% | $137,256+310.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.21% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,600 | $4,636-22.4% | $4,154-13.3% | $4,156-13.4% |
| Participant deferral / active EE | $7,613 | $6,166+23.5% | $5,453+39.6% | $6,407+18.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |