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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 | $730,251 | $148,623+391.3% | $135,974+437.1% | $139,466+423.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.44% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,021 | $5,246-80.5% | $4,859-79.0% | $4,754-78.5% |
| Participant deferral / active EE | $4,310 | $8,103-46.8% | $7,760-44.5% | $6,712-35.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |