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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 | $430,159 | $209,405+105.4% | $178,486+141.0% | $158,931+170.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.20% | 188.77%-173.6pp | 151.08%-135.9pp | 302.86%-287.7pp |
| Employer contribution / active EE | $7,163 | $5,707+25.5% | $5,011+43.0% | $4,761+50.4% |
| Participant deferral / active EE | $4,921 | $5,954-17.4% | $5,202-5.4% | $5,982-17.7% |
| Admin fee / account holder | $1 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |