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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 | $1,184,064 | $209,336+465.6% | $197,124+500.7% | $137,256+762.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 59.49% | 48.09%+11.4pp | 44.34%+15.1pp | 220.34%-160.8pp |
| Employer contribution / active EE | $19,577 | $6,591+197.0% | $6,227+214.4% | $4,156+371.0% |
| Participant deferral / active EE | $16,000 | $9,614+66.4% | $9,135+75.2% | $6,407+149.7% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |