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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 | $765,967 | $176,120+334.9% | $159,487+380.3% | $167,553+357.1% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.95% | 331.95%-313.0pp | 263.71%-244.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $4,439 | $5,299-16.2% | $4,831-8.1% | $4,840-8.3% |
| Participant deferral / active EE | $11,357 | $7,752+46.5% | $7,354+54.4% | $6,343+79.1% |
| Admin fee / account holder | $56 | $12,561-99.6% | $10,804-99.5% | $12,316-99.5% |