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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 | $124,980+364.4% | $108,359+435.6% | $154,746+275.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.22% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $14,924 | $2,851+423.6% | $2,399+522.0% | $4,379+240.8% |
| Participant deferral / active EE | $13,962 | $4,743+194.4% | $4,137+237.5% | $6,730+107.4% |
| Admin fee / account holder | $182 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |