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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 | $684,668 | $197,637+246.4% | $177,848+285.0% | $158,982+330.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.38% | 58.77%-40.4pp | 48.33%-29.9pp | 302.99%-284.6pp |
| Employer contribution / active EE | $9,122 | $6,698+36.2% | $5,919+54.1% | $4,763+91.5% |
| Participant deferral / active EE | $13,858 | $8,405+64.9% | $7,714+79.6% | $5,983+131.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |