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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 | $1,005,839 | $183,592+447.9% | $155,574+546.5% | $145,877+589.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $25,450 | $5,317+378.7% | $4,676+444.3% | $4,663+445.8% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |