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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 | $673,654 | $112,121+500.8% | $95,960+602.0% | $158,966+323.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.31% | 171.16%-152.9pp | 91.63%-73.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $4,000 | $3,199+25.0% | $2,541+57.4% | $4,762-16.0% |
| Participant deferral / active EE | $3,000 | $4,784-37.3% | $4,167-28.0% | $5,983-49.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |