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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 | $874,299 | $87,166+903.0% | $76,735+1039.4% | $137,256+537.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.02% | 26.50%-13.5pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $44,615 | $2,904+1436.1% | $2,454+1717.9% | $4,156+973.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $138 | $8,403-98.4% | $7,189-98.1% | $12,270-98.9% |