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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 | $185,312+300.5% | $161,489+359.6% | $154,746+379.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.49% | 103.84%-75.3pp | 89.72%-61.2pp | 172.34%-143.8pp |
| Employer contribution / active EE | $3,571 | $4,769-25.1% | $4,268-16.3% | $4,379-18.4% |
| Participant deferral / active EE | $11,865 | $6,350+86.9% | $5,630+110.7% | $6,730+76.3% |
| Admin fee / account holder | $86 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |