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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 | $578,715 | $166,131+248.3% | $164,975+250.8% | $145,877+296.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 24.87% | 100.37%-75.5pp | 70.12%-45.3pp | 551.28%-526.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,839 | $6,962+27.0% | $6,033+46.5% | $6,691+32.1% |
| Admin fee / account holder | $49 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |