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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 | $201,264+404.6% | $184,185+451.4% | $145,978+595.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.71% | 29.00%+2.7pp | 28.81%+2.9pp | 550.52%-518.8pp |
| Employer contribution / active EE | $23,808 | $7,021+239.1% | $6,426+270.5% | $4,662+410.7% |
| Participant deferral / active EE | $20,718 | $9,806+111.3% | $9,132+126.9% | $6,690+209.7% |
| Admin fee / account holder | $32 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |