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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 | $1,592,743 | $156,398+918.4% | $147,318+981.2% | $138,895+1046.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.88% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $8,000 | $4,853+64.8% | $4,593+74.2% | $4,194+90.7% |
| Participant deferral / active EE | $21,140 | $8,237+156.6% | $7,906+167.4% | $6,396+230.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |