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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 | $951,277 | $102,245+830.4% | $89,340+964.8% | $137,256+593.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.82% | 21.89%+3.9pp | 20.57%+5.2pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,170 | $2,529+25.3% | $2,231+42.1% | $4,156-23.7% |
| Participant deferral / active EE | $6,200 | $4,436+39.8% | $3,823+62.2% | $6,407-3.2% |
| Admin fee / account holder | $4 | $8,085-99.9% | $6,704-99.9% | $12,270-100.0% |