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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 | $518,636 | $211,288+145.5% | $178,540+190.5% | $145,884+255.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.18% | 30.27%-8.1pp | 27.15%-5.0pp | 551.85%-529.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,289 | $6,967+4.6% | $6,281+16.1% | $6,690+9.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |