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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 | $591,133 | $199,109+196.9% | $173,730+240.3% | $154,746+282.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.86% | 20.02%-7.2pp | 19.96%-7.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,658 | $5,311-31.1% | $4,577-20.1% | $4,379-16.5% |
| Participant deferral / active EE | $9,130 | $7,113+28.4% | $6,326+44.3% | $6,730+35.7% |
| Admin fee / account holder | $109 | $20,916-99.5% | $17,523-99.4% | $14,365-99.2% |