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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 | $569,837 | $217,432+162.1% | $185,849+206.6% | $167,536+240.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.36% | 148.42%-127.1pp | 122.10%-100.7pp | 478.82%-457.5pp |
| Employer contribution / active EE | $3,428 | $5,875-41.6% | $5,169-33.7% | $4,839-29.2% |
| Participant deferral / active EE | $8,145 | $6,357+28.1% | $5,569+46.3% | $6,342+28.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |