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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 | $647,809 | $155,555+316.4% | $146,866+341.1% | $155,188+317.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.12% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $11,835 | $4,647+154.7% | $4,425+167.5% | $4,248+178.6% |
| Participant deferral / active EE | $17,452 | $8,044+117.0% | $7,759+124.9% | $6,531+167.2% |
| Admin fee / account holder | $283 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |