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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 | $1,328,690 | $183,539+623.9% | $155,556+754.2% | $145,897+810.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $16,876 | $5,315+217.5% | $4,675+260.9% | $4,663+261.9% |
| Participant deferral / active EE | $19,500 | $6,467+201.5% | $5,631+246.3% | $6,689+191.5% |
| Admin fee / account holder | $27 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |