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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 | $537,351 | $135,956+295.2% | $123,894+333.7% | $273,972+96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $5,185 | $5,170+0.3% | $4,617+12.3% | $4,869+6.5% |
| Participant deferral / active EE | $23,667 | $6,343+273.1% | $5,984+295.5% | $5,287+347.6% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |