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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 | $439,335 | $181,062+142.6% | $158,223+177.7% | $155,188+183.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.21% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $17,828 | $4,565+290.6% | $4,109+333.9% | $4,248+319.7% |
| Participant deferral / active EE | $11,942 | $6,134+94.7% | $5,467+118.4% | $6,531+82.8% |
| Admin fee / account holder | $283 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |