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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 | $467,216 | $157,296+197.0% | $141,191+230.9% | $152,897+205.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.15% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $3,932 | $5,262-25.3% | $4,736-17.0% | $4,764-17.5% |
| Participant deferral / active EE | $12,203 | $7,111+71.6% | $6,710+81.9% | $5,851+108.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |