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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 | $523,077 | $134,817+288.0% | $123,973+321.9% | $155,188+237.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 22.03% | 515.49%-493.5pp | 388.13%-366.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $3,236 | $4,425-26.9% | $4,126-21.6% | $4,248-23.8% |
| Participant deferral / active EE | $17,853 | $5,706+212.9% | $5,247+240.3% | $6,531+173.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |