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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 | $507,251 | $124,336+308.0% | $111,303+355.7% | $167,518+202.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 27.76% | 37.45%-9.7pp | 54.66%-26.9pp | 478.71%-450.9pp |
| Employer contribution / active EE | $1,681 | $3,436-51.1% | $2,731-38.4% | $4,838-65.3% |
| Participant deferral / active EE | $8,986 | $5,181+73.4% | $4,487+100.3% | $6,342+41.7% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |