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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 | $839,813 | $161,352+420.5% | $134,172+525.9% | $137,256+511.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.61% | 28.72%-13.1pp | 25.30%-9.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $31,694 | $4,099+673.3% | $3,420+826.8% | $4,156+662.6% |
| Participant deferral / active EE | $20,653 | $5,552+272.0% | $4,690+340.3% | $6,407+222.4% |
| Admin fee / account holder | $252 | $15,028-98.3% | $12,016-97.9% | $12,270-97.9% |