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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 | $227,291+420.9% | $214,702+451.5% | $155,188+663.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 59.49% | 60.08%-0.6pp | 54.55%+4.9pp | 148.84%-89.3pp |
| Employer contribution / active EE | $19,577 | $6,772+189.1% | $6,461+203.0% | $4,248+360.9% |
| Participant deferral / active EE | $16,000 | $9,582+67.0% | $9,147+74.9% | $6,531+145.0% |
| Admin fee / account holder | $5 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |