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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 | $635,051 | $105,856+499.9% | $90,161+604.4% | $147,586+330.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.55% | 37.63%-21.1pp | 34.89%-18.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $5,344 | $4,126+29.5% | $3,318+61.1% | $4,876+9.6% |
| Participant deferral / active EE | $12,854 | $5,733+124.2% | $5,287+143.1% | $5,439+136.3% |
| Admin fee / account holder | $144 | $8,046-98.2% | $5,943-97.6% | $10,886-98.7% |