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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 | $655,583 | $162,821+302.6% | $133,978+389.3% | $158,982+312.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.74% | 41.95%-29.2pp | 45.10%-32.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $4,688 | $4,976-5.8% | $3,919+19.6% | $4,763-1.6% |
| Participant deferral / active EE | $9,052 | $5,910+53.1% | $5,047+79.3% | $5,983+51.3% |
| Admin fee / account holder | $32 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |