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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 | $534,776 | $201,370+165.6% | $184,256+190.2% | $145,897+266.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.87% | 29.05%+0.8pp | 28.85%+1.0pp | 552.29%-522.4pp |
| Employer contribution / active EE | $5,694 | $7,024-18.9% | $6,427-11.4% | $4,663+22.1% |
| Participant deferral / active EE | $21,533 | $9,808+119.5% | $9,133+135.8% | $6,689+221.9% |
| Admin fee / account holder | $183 | $16,364-98.9% | $13,899-98.7% | $13,390-98.6% |