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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 | $773,460 | $156,398+394.5% | $147,318+425.0% | $138,895+456.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.96% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $8,180 | $4,853+68.5% | $4,593+78.1% | $4,194+95.0% |
| Participant deferral / active EE | $18,160 | $8,237+120.5% | $7,906+129.7% | $6,396+183.9% |
| Admin fee / account holder | $82 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |