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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 | $936,539 | $99,053+845.5% | $88,179+962.1% | $138,895+574.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.84% | 78.17%-55.3pp | 64.97%-42.1pp | 145.39%-122.6pp |
| Employer contribution / active EE | $13,825 | $2,882+379.7% | $2,549+442.3% | $4,194+229.6% |
| Participant deferral / active EE | $23,465 | $5,225+349.1% | $4,614+408.6% | $6,396+266.9% |
| Admin fee / account holder | $120 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |