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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 | $579,089 | $199,109+190.8% | $173,730+233.3% | $154,746+274.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.53% | 20.02%-4.5pp | 19.96%-4.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $23,346 | $5,311+339.6% | $4,577+410.0% | $4,379+433.1% |
| Participant deferral / active EE | $22,369 | $7,113+214.5% | $6,326+253.6% | $6,730+232.4% |
| Admin fee / account holder | $9 | $20,916-100.0% | $17,523-99.9% | $14,365-99.9% |