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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 | $476,116 | $154,228+208.7% | $145,433+227.4% | $137,256+246.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.85% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,313 | $4,804+93.9% | $4,554+104.5% | $4,156+124.1% |
| Participant deferral / active EE | $15,279 | $8,216+86.0% | $7,897+93.5% | $6,407+138.5% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |