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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 | $675,373 | $181,062+273.0% | $158,223+326.9% | $155,188+335.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.73% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,195 | $4,565-30.0% | $4,109-22.2% | $4,248-24.8% |
| Participant deferral / active EE | $18,432 | $6,134+200.5% | $5,467+237.2% | $6,531+182.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |