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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 | $1,124,869 | $172,111+553.6% | $150,298+648.4% | $137,256+719.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 93.07% | 69.37%+23.7pp | 62.79%+30.3pp | 220.34%-127.3pp |
| Employer contribution / active EE | $18,902 | $4,636+307.7% | $4,154+355.0% | $4,156+354.8% |
| Participant deferral / active EE | $20,582 | $6,166+233.8% | $5,453+277.5% | $6,407+221.2% |
| Admin fee / account holder | $4 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |