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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 | $742,234 | $172,111+331.3% | $150,298+393.8% | $137,256+440.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.49% | 69.37%-40.9pp | 62.79%-34.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $3,571 | $4,636-23.0% | $4,154-14.0% | $4,156-14.1% |
| Participant deferral / active EE | $11,865 | $6,166+92.4% | $5,453+117.6% | $6,407+85.2% |
| Admin fee / account holder | $86 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |