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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 | $544,997 | $172,111+216.7% | $150,298+262.6% | $137,256+297.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.19% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,994 | $4,636-57.0% | $4,154-52.0% | $4,156-52.0% |
| Participant deferral / active EE | $6,972 | $6,166+13.1% | $5,453+27.9% | $6,407+8.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |