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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 | $640,748 | $275,752+132.4% | $256,809+149.5% | $198,609+222.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.20% | 34.81%-16.6pp | 32.73%-14.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $6,942 | $7,721-10.1% | $7,263-4.4% | $5,055+37.3% |
| Participant deferral / active EE | $26,000 | $10,037+159.0% | $9,520+173.1% | $6,977+272.7% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |