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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 | $368,931 | $165,381+123.1% | $149,730+146.4% | $158,966+132.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 47.48% | 348.29%-300.8pp | 276.70%-229.2pp | 302.95%-255.5pp |
| Employer contribution / active EE | $1,869 | $5,104-63.4% | $4,645-59.8% | $4,762-60.7% |
| Participant deferral / active EE | $7,244 | $7,182+0.9% | $6,843+5.9% | $5,983+21.1% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |