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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 | $505,878 | $175,231+188.7% | $149,696+237.9% | $139,466+262.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 23.63% | 166.77%-143.1pp | 134.46%-110.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $2,181 | $5,478-60.2% | $4,821-54.7% | $4,754-54.1% |
| Participant deferral / active EE | $6,699 | $6,521+2.7% | $5,682+17.9% | $6,712-0.2% |
| Admin fee / account holder | $228 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |