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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 | $396,344 | $217,432+82.3% | $185,851+113.3% | $167,553+136.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.12% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $3,564 | $5,874-39.3% | $5,168-31.1% | $4,840-26.4% |
| Participant deferral / active EE | $3,250 | $6,357-48.9% | $5,569-41.6% | $6,343-48.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |