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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 | $551,922 | $184,014+199.9% | $161,149+242.5% | $138,895+297.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.84% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $6,896 | $5,055+36.4% | $4,360+58.2% | $4,194+64.4% |
| Participant deferral / active EE | $21,320 | $6,909+208.6% | $6,153+246.5% | $6,396+233.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |