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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 | $835,963 | $201,344+315.2% | $184,243+353.7% | $145,877+473.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.93% | 29.01%-6.1pp | 28.82%-5.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $4,061 | $7,022-42.2% | $6,427-36.8% | $4,663-12.9% |
| Participant deferral / active EE | $8,588 | $9,807-12.4% | $9,132-6.0% | $6,691+28.4% |
| Admin fee / account holder | $81 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |