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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 | $1,035,187 | $197,637+423.8% | $177,848+482.1% | $158,982+551.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.92% | 58.77%-27.8pp | 48.33%-17.4pp | 302.99%-272.1pp |
| Employer contribution / active EE | $23,389 | $6,698+249.2% | $5,919+295.2% | $4,763+391.1% |
| Participant deferral / active EE | $14,600 | $8,405+73.7% | $7,714+89.3% | $5,983+144.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |