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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 | $464,477 | $100,125+363.9% | $81,482+470.0% | $145,978+218.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 34.44%-24.4pp | 24.79%-14.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,244 | $2,977+8.9% | $2,463+31.7% | $4,662-30.4% |
| Participant deferral / active EE | $5,997 | $4,609+30.1% | $3,885+54.3% | $6,690-10.4% |
| Admin fee / account holder | $63 | $8,198-99.2% | $5,761-98.9% | $13,400-99.5% |