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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 | $542,454 | $201,372+169.4% | $184,260+194.4% | $145,884+271.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,216 | $7,024-54.2% | $6,427-50.0% | $4,662-31.0% |
| Participant deferral / active EE | $14,938 | $9,808+52.3% | $9,133+63.6% | $6,690+123.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |