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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 | $1,655,244 | $156,398+958.4% | $147,318+1023.6% | $138,895+1091.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.05% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $17,556 | $4,853+261.7% | $4,593+282.3% | $4,194+318.6% |
| Participant deferral / active EE | $13,750 | $8,237+66.9% | $7,906+73.9% | $6,396+115.0% |
| Admin fee / account holder | $178 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |