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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 | $577,654 | $117,895+390.0% | $102,460+463.8% | $145,897+295.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.31% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,043 | $3,619+39.3% | $3,025+66.7% | $4,663+8.2% |
| Participant deferral / active EE | $36,200 | $5,736+531.1% | $5,056+616.0% | $6,689+441.2% |
| Admin fee / account holder | $219 | $13,353-98.4% | $9,460-97.7% | $13,390-98.4% |