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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 | $407,310 | $165,361+146.3% | $149,715+172.1% | $158,950+156.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.98% | 348.24%-322.3pp | 276.66%-250.7pp | 302.91%-276.9pp |
| Employer contribution / active EE | $5,335 | $5,103+4.5% | $4,645+14.9% | $4,762+12.0% |
| Participant deferral / active EE | $11,754 | $7,182+63.7% | $6,842+71.8% | $5,983+96.5% |
| Admin fee / account holder | $293 | $10,808-97.3% | $9,310-96.9% | $11,248-97.4% |