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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 | $551,454 | $223,823+146.4% | $211,142+161.2% | $154,746+256.4% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 18.16% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $12,500 | $6,787+84.2% | $6,442+94.0% | $4,379+185.4% |
| Participant deferral / active EE | $7,616 | $9,750-21.9% | $9,284-18.0% | $6,730+13.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |