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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 | $600,343 | $165,361+263.0% | $149,715+301.0% | $158,950+277.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.12% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $4,200 | $5,103-17.7% | $4,645-9.6% | $4,762-11.8% |
| Participant deferral / active EE | $11,919 | $7,182+66.0% | $6,842+74.2% | $5,983+99.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |