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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 | $547,009 | $156,398+249.8% | $147,318+271.3% | $138,895+293.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,787 | $4,853-63.2% | $4,593-61.1% | $4,194-57.4% |
| Participant deferral / active EE | $8,653 | $8,237+5.1% | $7,906+9.4% | $6,396+35.3% |
| Admin fee / account holder | $124 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |