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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 | $807,897 | $108,897+641.9% | $100,378+704.9% | $145,877+453.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.57% | 58.17%-39.6pp | 49.41%-30.8pp | 551.28%-532.7pp |
| Employer contribution / active EE | $39,472 | $4,420+793.0% | $3,942+901.3% | $4,663+746.5% |
| Participant deferral / active EE | $28,455 | $8,455+236.6% | $8,087+251.9% | $6,691+325.3% |
| Admin fee / account holder | $277 | $9,690-97.1% | $7,899-96.5% | $13,402-97.9% |