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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 | $457,348 | $182,442+150.7% | $163,379+179.9% | $138,895+229.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 34.97% | 72.74%-37.8pp | 63.41%-28.4pp | 145.39%-110.4pp |
| Employer contribution / active EE | $37,636 | $4,159+804.8% | $3,752+903.0% | $4,194+797.3% |
| Participant deferral / active EE | $18,489 | $6,817+171.2% | $6,282+194.3% | $6,396+189.1% |
| Admin fee / account holder | $103 | $10,396-99.0% | $9,818-99.0% | $12,562-99.2% |