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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 | $172,111+537.4% | $150,298+629.9% | $137,256+699.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.81% | 69.37%-36.6pp | 62.79%-30.0pp | 220.34%-187.5pp |
| Employer contribution / active EE | $14,116 | $4,636+204.5% | $4,154+239.8% | $4,156+239.6% |
| Participant deferral / active EE | $10,225 | $6,166+65.8% | $5,453+87.5% | $6,407+59.6% |
| Admin fee / account holder | $101 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |