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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 | $497,891 | $172,111+189.3% | $150,298+231.3% | $137,256+262.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.39% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,435 | $4,636-47.5% | $4,154-41.4% | $4,156-41.4% |
| Participant deferral / active EE | $7,000 | $6,166+13.5% | $5,453+28.4% | $6,407+9.3% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |