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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 | $610,645 | $149,741+307.8% | $118,914+413.5% | $158,982+284.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.95% | 19.94%-2.0pp | 35.89%-17.9pp | 302.99%-285.0pp |
| Employer contribution / active EE | $21,614 | $4,119+424.8% | $3,264+562.2% | $4,763+353.8% |
| Participant deferral / active EE | $11,350 | $5,226+117.2% | $4,266+166.1% | $5,983+89.7% |
| Admin fee / account holder | $20 | $8,607-99.8% | $6,582-99.7% | $11,252-99.8% |