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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 | $1,230,368 | $202,326+508.1% | $172,745+612.2% | $152,870+704.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 45.04% | 1029.72%-984.7pp | 802.90%-757.9pp | 345.34%-300.3pp |
| Employer contribution / active EE | $2,761 | $5,858-52.9% | $5,144-46.3% | $4,763-42.0% |
| Participant deferral / active EE | $7,847 | $5,948+31.9% | $5,197+51.0% | $5,850+34.1% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |