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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 | $177,156+374.1% | $147,027+471.2% | $154,746+442.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.61% | 21.94%-6.3pp | 20.23%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $31,694 | $4,336+630.9% | $3,626+774.1% | $4,379+623.8% |
| Participant deferral / active EE | $20,653 | $5,797+256.3% | $4,933+318.7% | $6,730+206.9% |
| Admin fee / account holder | $252 | $14,904-98.3% | $12,223-97.9% | $14,365-98.2% |