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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 | $1,338,966 | $148,582+801.2% | $135,942+885.0% | $139,456+860.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.32% | 79.26%-48.9pp | 68.28%-38.0pp | 373.45%-343.1pp |
| Employer contribution / active EE | $20,560 | $5,245+292.0% | $4,858+323.3% | $4,753+332.6% |
| Participant deferral / active EE | $10,875 | $8,101+34.2% | $7,759+40.2% | $6,711+62.0% |
| Admin fee / account holder | $211 | $12,402-98.3% | $10,764-98.0% | $11,407-98.2% |