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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 | $398,456 | $134,817+195.6% | $123,973+221.4% | $155,188+156.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 21.89% | 515.49%-493.6pp | 388.13%-366.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $2,504 | $4,425-43.4% | $4,126-39.3% | $4,248-41.1% |
| Participant deferral / active EE | $10,550 | $5,706+84.9% | $5,247+101.1% | $6,531+61.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |