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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 | $1,426,466 | $275,752+417.3% | $256,809+455.5% | $198,609+618.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 7.51% | 34.81%-27.3pp | 32.73%-25.2pp | 202.70%-195.2pp |
| Employer contribution / active EE | $46,500 | $7,721+502.3% | $7,263+540.2% | $5,055+819.8% |
| Participant deferral / active EE | $32,875 | $10,037+227.5% | $9,520+245.3% | $6,977+371.2% |
| Admin fee / account holder | $31 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |