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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 | $744,818 | $212,386+250.7% | $199,883+272.6% | $138,895+436.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.86% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.5pp |
| Employer contribution / active EE | $13,367 | $6,625+101.8% | $6,261+113.5% | $4,194+218.7% |
| Participant deferral / active EE | $14,129 | $9,617+46.9% | $9,138+54.6% | $6,396+120.9% |
| Admin fee / account holder | $167 | $18,233-99.1% | $17,268-99.0% | $12,562-98.7% |