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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 | $408,943 | $135,956+200.8% | $123,894+230.1% | $273,972+49.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.15% | 56.63%-36.5pp | 47.52%-27.4pp | 41.46%-21.3pp |
| Employer contribution / active EE | $2,500 | $5,170-51.6% | $4,617-45.8% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |