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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 | $711,288 | $149,778+374.9% | $118,946+498.0% | $158,966+347.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 30.46% | 19.95%+10.5pp | 35.89%-5.4pp | 302.95%-272.5pp |
| Employer contribution / active EE | $6,711 | $4,117+63.0% | $3,263+105.7% | $4,762+40.9% |
| Participant deferral / active EE | $8,417 | $5,225+61.1% | $4,266+97.3% | $5,983+40.7% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |