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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 | $497,384 | $174,379+185.2% | $152,093+227.0% | $138,895+258.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 96.70% | 74.86%+21.8pp | 66.36%+30.3pp | 145.39%-48.7pp |
| Employer contribution / active EE | $1,496 | $4,652-67.8% | $4,175-64.2% | $4,194-64.3% |
| Participant deferral / active EE | $12,400 | $6,159+101.3% | $5,451+127.5% | $6,396+93.9% |
| Admin fee / account holder | $59 | $16,880-99.7% | $14,497-99.6% | $12,562-99.5% |