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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 | $282,987 | $176,105+60.7% | $159,474+77.5% | $167,536+68.9% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.09% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,601 | $5,299-32.0% | $4,831-25.5% | $4,839-25.6% |
| Participant deferral / active EE | $7,733 | $7,751-0.2% | $7,353+5.2% | $6,342+21.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |