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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 | $541,525 | $108,897+397.3% | $100,378+439.5% | $145,877+271.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 58.17%-45.6pp | 49.41%-36.8pp | 551.28%-538.7pp |
| Employer contribution / active EE | $6,896 | $4,420+56.0% | $3,942+74.9% | $4,663+47.9% |
| Participant deferral / active EE | $13,211 | $8,455+56.3% | $8,087+63.4% | $6,691+97.5% |
| Admin fee / account holder | $148 | $9,690-98.5% | $7,899-98.1% | $13,402-98.9% |