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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 | $500,925 | $103,393+384.5% | $87,103+475.1% | $152,909+227.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 22.21% | 28.10%-5.9pp | 28.19%-6.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $9,743 | $3,221+202.5% | $2,521+286.4% | $4,764+104.5% |
| Participant deferral / active EE | $7,155 | $4,778+49.7% | $4,049+76.7% | $5,851+22.3% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |