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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 | $786,885 | $133,998+487.2% | $112,263+600.9% | $134,545+484.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 1.16% | 47.17%-46.0pp | 27.49%-26.3pp | 418.37%-417.2pp |
| Employer contribution / active EE | $9,573 | $4,040+136.9% | $3,636+163.3% | $4,742+101.9% |
| Participant deferral / active EE | $6,448 | $5,292+21.8% | $4,729+36.3% | $6,401+0.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |