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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 | $1,047,238 | $183,539+470.6% | $155,556+573.2% | $145,897+617.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $9,329 | $5,315+75.5% | $4,675+99.5% | $4,663+100.1% |
| Participant deferral / active EE | $10,313 | $6,467+59.5% | $5,631+83.1% | $6,689+54.2% |
| Admin fee / account holder | $78 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |