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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 | $580,366 | $112,729+414.8% | $98,716+487.9% | $137,256+322.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.22% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $14,924 | $2,725+447.6% | $2,279+555.0% | $4,156+259.1% |
| Participant deferral / active EE | $13,962 | $4,640+200.9% | $4,048+244.9% | $6,407+117.9% |
| Admin fee / account holder | $182 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |