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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 | $1,227,426 | $201,372+509.5% | $184,260+566.1% | $145,884+741.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.66% | 29.04%-19.4pp | 28.84%-19.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $15,262 | $7,024+117.3% | $6,427+137.4% | $4,662+227.4% |
| Participant deferral / active EE | $21,314 | $9,808+117.3% | $9,133+133.4% | $6,690+218.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |