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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 | $542,194 | $178,174+204.3% | $156,181+247.2% | $137,256+295.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.54% | 84.19%-62.7pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,172 | $4,972-16.1% | $4,294-2.8% | $4,156+0.4% |
| Participant deferral / active EE | $17,514 | $6,888+154.3% | $6,132+185.6% | $6,407+173.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |