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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 | $722,166 | $228,395+216.2% | $185,861+288.6% | $158,982+354.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.66% | 40.82%-18.2pp | 35.96%-13.3pp | 302.99%-280.3pp |
| Employer contribution / active EE | $15,044 | $4,968+202.8% | $4,088+268.0% | $4,763+215.9% |
| Participant deferral / active EE | $17,733 | $6,417+176.3% | $5,634+214.8% | $5,983+196.4% |
| Admin fee / account holder | $260 | $11,869-97.8% | $9,503-97.3% | $11,252-97.7% |