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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 | $1,273,830 | $124,425+923.8% | $112,040+1036.9% | $137,256+828.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.12% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $30,745 | $3,411+801.2% | $2,954+940.8% | $4,156+639.8% |
| Participant deferral / active EE | $20,667 | $5,718+261.4% | $5,098+305.4% | $6,407+222.6% |
| Admin fee / account holder | $28 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |