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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 | $1,047,503 | $148,623+604.8% | $135,974+670.4% | $139,466+651.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.09% | 79.30%-55.2pp | 68.30%-44.2pp | 373.66%-349.6pp |
| Employer contribution / active EE | $28,997 | $5,246+452.7% | $4,859+496.8% | $4,754+510.0% |
| Participant deferral / active EE | $16,440 | $8,103+102.9% | $7,760+111.9% | $6,712+144.9% |
| Admin fee / account holder | $72 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |