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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 | $325,012 | $100,970+221.9% | $96,576+236.5% | $137,256+136.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.89% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,968 | $3,809+82.9% | $3,553+96.1% | $4,156+67.7% |
| Participant deferral / active EE | $27,497 | $8,286+231.8% | $7,956+245.6% | $6,407+329.2% |
| Admin fee / account holder | $17 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |