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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 | $1,691,306 | $201,370+739.9% | $184,256+817.9% | $145,897+1059.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $46,000 | $7,024+554.9% | $6,427+615.7% | $4,663+886.6% |
| Participant deferral / active EE | $25,500 | $9,808+160.0% | $9,133+179.2% | $6,689+281.2% |
| Admin fee / account holder | $296 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |