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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 | $906,453 | $199,109+355.3% | $173,730+421.8% | $154,746+485.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 27.62% | 20.02%+7.6pp | 19.96%+7.7pp | 172.34%-144.7pp |
| Employer contribution / active EE | $4,136 | $5,311-22.1% | $4,577-9.6% | $4,379-5.6% |
| Participant deferral / active EE | $25,260 | $7,113+255.1% | $6,326+299.3% | $6,730+275.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |