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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 | $1,096,969 | $174,379+529.1% | $152,093+621.2% | $138,895+689.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 32.81% | 74.86%-42.0pp | 66.36%-33.5pp | 145.39%-112.6pp |
| Employer contribution / active EE | $14,116 | $4,652+203.4% | $4,175+238.1% | $4,194+236.5% |
| Participant deferral / active EE | $10,225 | $6,159+66.0% | $5,451+87.6% | $6,396+59.9% |
| Admin fee / account holder | $101 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |