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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 | $183,592+470.4% | $155,574+573.1% | $145,877+617.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $9,329 | $5,317+75.5% | $4,676+99.5% | $4,663+100.1% |
| Participant deferral / active EE | $10,313 | $6,466+59.5% | $5,629+83.2% | $6,691+54.1% |
| Admin fee / account holder | $78 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |