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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 | $495,357 | $103,038+380.8% | $90,324+448.4% | $152,909+224.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 17.86% | 95.25%-77.4pp | 78.15%-60.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $3,232 | $3,141+2.9% | $2,856+13.2% | $4,764-32.2% |
| Participant deferral / active EE | $14,250 | $4,282+232.8% | $3,885+266.8% | $5,851+143.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |