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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 | $275,752+329.4% | $256,809+361.1% | $198,609+496.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 59.49% | 34.81%+24.7pp | 32.73%+26.8pp | 202.70%-143.2pp |
| Employer contribution / active EE | $19,577 | $7,721+153.6% | $7,263+169.5% | $5,055+287.2% |
| Participant deferral / active EE | $16,000 | $10,037+59.4% | $9,520+68.1% | $6,977+129.3% |
| Admin fee / account holder | $5 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |