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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 | $348,487 | $198,457+75.6% | $170,435+104.5% | $147,586+136.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.81% | 257.30%-244.5pp | 205.94%-193.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $8,450 | $6,183+36.7% | $5,432+55.6% | $4,876+73.3% |
| Participant deferral / active EE | $15,455 | $5,629+174.5% | $4,939+212.9% | $5,439+184.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |