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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 | $123,155+371.2% | $108,753+433.7% | $155,188+274.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.22% | 44.73%-27.5pp | 37.47%-20.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $14,924 | $2,811+430.9% | $2,427+515.0% | $4,248+251.3% |
| Participant deferral / active EE | $13,962 | $4,623+202.0% | $4,115+239.3% | $6,531+113.8% |
| Admin fee / account holder | $182 | $12,126-98.5% | $10,320-98.2% | $14,480-98.7% |