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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 | $391,009 | $217,432+79.8% | $185,851+110.4% | $167,553+133.4% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.23% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $8,918 | $5,874+51.8% | $5,168+72.5% | $4,840+84.3% |
| Participant deferral / active EE | $8,613 | $6,357+35.5% | $5,569+54.7% | $6,343+35.8% |
| Admin fee / account holder | $6 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |