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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 | $525,841 | $183,516+186.5% | $155,534+238.1% | $145,884+260.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.77% | 61.43%-37.7pp | 64.92%-41.2pp | 551.85%-528.1pp |
| Employer contribution / active EE | $1,715 | $5,315-67.7% | $4,675-63.3% | $4,662-63.2% |
| Participant deferral / active EE | $12,314 | $6,467+90.4% | $5,630+118.7% | $6,690+84.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |