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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 | $1,080,595 | $117,846+817.0% | $102,434+954.9% | $145,884+640.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $30,821 | $3,615+752.6% | $3,023+919.5% | $4,662+561.1% |
| Participant deferral / active EE | $20,333 | $5,733+254.6% | $5,055+302.2% | $6,690+204.0% |
| Admin fee / account holder | $82 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |