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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 | $730,637 | $201,370+262.8% | $184,256+296.5% | $145,897+400.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.94% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $25,313 | $7,024+260.4% | $6,427+293.8% | $4,663+442.9% |
| Participant deferral / active EE | $19,186 | $9,808+95.6% | $9,133+110.1% | $6,689+186.8% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |