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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 | $1,015,617 | $201,372+404.3% | $184,260+451.2% | $145,884+596.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.71% | 29.04%+2.7pp | 28.84%+2.9pp | 551.85%-520.1pp |
| Employer contribution / active EE | $23,808 | $7,024+239.0% | $6,427+270.4% | $4,662+410.6% |
| Participant deferral / active EE | $20,718 | $9,808+111.2% | $9,133+126.9% | $6,690+209.7% |
| Admin fee / account holder | $32 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |