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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 | $1,483,448 | $154,228+861.9% | $145,433+920.0% | $137,256+980.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.18% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $29,000 | $4,804+503.7% | $4,554+536.7% | $4,156+597.8% |
| Participant deferral / active EE | $20,140 | $8,216+145.1% | $7,897+155.0% | $6,407+214.4% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |