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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 | $522,402 | $228,352+128.8% | $185,835+181.1% | $158,966+228.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.91% | 40.81%-27.9pp | 35.96%-23.1pp | 302.95%-290.0pp |
| Employer contribution / active EE | $20,133 | $4,967+305.4% | $4,087+392.6% | $4,762+322.7% |
| Participant deferral / active EE | $14,371 | $6,416+124.0% | $5,633+155.1% | $5,983+140.2% |
| Admin fee / account holder | $209 | $11,867-98.2% | $9,502-97.8% | $11,250-98.1% |