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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 | $2,707,297 | $217,432+1145.1% | $185,851+1356.7% | $167,553+1515.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.23% | 148.43%-130.2pp | 122.11%-103.9pp | 478.89%-460.7pp |
| Employer contribution / active EE | $21,111 | $5,874+259.4% | $5,168+308.4% | $4,840+336.2% |
| Participant deferral / active EE | $13,650 | $6,357+114.7% | $5,569+145.1% | $6,343+115.2% |
| Admin fee / account holder | $118 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |