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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 | $513,832 | $100,970+408.9% | $96,576+432.0% | $137,256+274.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.19% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,500 | $3,809+123.1% | $3,553+139.2% | $4,156+104.5% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |