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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 | $792,857 | $87,166+809.6% | $76,735+933.2% | $137,256+477.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.59% | 26.50%-6.9pp | 29.77%-10.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,133 | $2,904-26.6% | $2,454-13.1% | $4,156-48.7% |
| Participant deferral / active EE | $11,277 | $4,726+138.6% | $4,088+175.9% | $6,407+76.0% |
| Admin fee / account holder | $63 | $8,403-99.3% | $7,189-99.1% | $12,270-99.5% |