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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 | $1,102,668 | $110,410+898.7% | $102,437+976.4% | $145,897+655.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 24.85%-3.7pp | 24.95%-3.8pp | 552.29%-531.1pp |
| Employer contribution / active EE | $3,000 | $4,217-28.9% | $3,871-22.5% | $4,663-35.7% |
| Participant deferral / active EE | $24,000 | $5,622+326.9% | $5,060+374.3% | $6,689+258.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |