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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 | $1,438,485 | $185,905+673.8% | $170,057+745.9% | $139,487+931.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.16% | 60.56%-39.4pp | 53.42%-32.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $43,500 | $7,597+472.6% | $6,790+540.6% | $4,755+814.9% |
| Participant deferral / active EE | $25,000 | $11,627+115.0% | $10,411+140.1% | $6,713+272.4% |
| Admin fee / account holder | $167 | $15,397-98.9% | $12,826-98.7% | $11,407-98.5% |