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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 | $611,609 | $155,555+293.2% | $146,866+316.4% | $155,188+294.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.57% | 115.41%-92.8pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $10,707 | $4,647+130.4% | $4,425+142.0% | $4,248+152.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |