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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 | $509,262 | $135,956+274.6% | $123,894+311.0% | $273,972+85.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 30.51% | 56.63%-26.1pp | 47.52%-17.0pp | 41.46%-10.9pp |
| Employer contribution / active EE | $2,643 | $5,170-48.9% | $4,617-42.7% | $4,869-45.7% |
| Participant deferral / active EE | $4,502 | $6,343-29.0% | $5,984-24.8% | $5,287-14.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |