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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 | $457,929 | $165,361+176.9% | $149,715+205.9% | $158,950+188.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.03% | 348.24%-320.2pp | 276.66%-248.6pp | 302.91%-274.9pp |
| Employer contribution / active EE | $2,046 | $5,103-59.9% | $4,645-56.0% | $4,762-57.0% |
| Participant deferral / active EE | $14,790 | $7,182+105.9% | $6,842+116.2% | $5,983+147.2% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |