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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 | $946,382 | $181,896+420.3% | $156,551+504.5% | $273,972+245.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.51% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,032 | $6,248+124.6% | $5,501+155.1% | $4,869+188.2% |
| Participant deferral / active EE | $9,196 | $5,550+65.7% | $4,871+88.8% | $5,287+73.9% |
| Admin fee / account holder | $95 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |