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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 | $546,658 | $212,386+157.4% | $199,883+173.5% | $138,895+293.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.44% | 47.75%-25.3pp | 43.81%-21.4pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,240 | $6,625-51.1% | $6,261-48.3% | $4,194-22.8% |
| Participant deferral / active EE | $21,375 | $9,617+122.3% | $9,138+133.9% | $6,396+234.2% |
| Admin fee / account holder | $13 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |