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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 | $867,165 | $209,874+313.2% | $189,537+357.5% | $167,536+417.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 22.11% | 748.61%-726.5pp | 555.34%-533.2pp | 478.82%-456.7pp |
| Employer contribution / active EE | $9,380 | $6,913+35.7% | $6,161+52.3% | $4,839+93.8% |
| Participant deferral / active EE | $13,935 | $8,934+56.0% | $8,220+69.5% | $6,342+119.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |