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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 | $1,210,556 | $209,336+478.3% | $197,124+514.1% | $137,256+782.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.77% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $25,754 | $6,591+290.8% | $6,227+313.5% | $4,156+519.7% |
| Participant deferral / active EE | $17,861 | $9,614+85.8% | $9,135+95.5% | $6,407+178.8% |
| Admin fee / account holder | $21 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |