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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 | $424,177 | $114,119+271.7% | $107,187+295.7% | $138,895+205.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 14.47% | 273.21%-258.7pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,500 | $5,538+179.9% | $5,096+204.2% | $6,396+142.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |