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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 | $569,497 | $183,516+210.3% | $155,534+266.2% | $145,884+290.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 30.80% | 61.43%-30.6pp | 64.92%-34.1pp | 551.85%-521.1pp |
| Employer contribution / active EE | $1,420 | $5,315-73.3% | $4,675-69.6% | $4,662-69.5% |
| Participant deferral / active EE | $4,788 | $6,467-26.0% | $5,630-15.0% | $6,690-28.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |