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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 | $591,599 | $165,381+257.7% | $149,730+295.1% | $158,966+272.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.36% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $10,646 | $5,104+108.6% | $4,645+129.2% | $4,762+123.5% |
| Participant deferral / active EE | $22,000 | $7,182+206.3% | $6,843+221.5% | $5,983+267.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |