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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 | $787,216 | $223,823+251.7% | $211,142+272.8% | $154,746+408.7% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 18.85% | 50.39%-31.5pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $8,759 | $6,787+29.1% | $6,442+36.0% | $4,379+100.0% |
| Participant deferral / active EE | $6,766 | $9,750-30.6% | $9,284-27.1% | $6,730+0.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |