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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 | $785,988 | $223,823+251.2% | $211,142+272.3% | $154,746+407.9% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.17% | 50.39%-29.2pp | 46.84%-25.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $20,272 | $6,787+198.7% | $6,442+214.7% | $4,379+362.9% |
| Participant deferral / active EE | $16,133 | $9,750+65.5% | $9,284+73.8% | $6,730+139.7% |
| Admin fee / account holder | $80 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |