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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 | $419,544 | $124,980+235.7% | $108,359+287.2% | $154,746+171.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.27% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $5,704 | $2,851+100.1% | $2,399+137.7% | $4,379+30.3% |
| Participant deferral / active EE | $15,572 | $4,743+228.3% | $4,137+276.4% | $6,730+131.4% |
| Admin fee / account holder | $15 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |