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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 | $1,147,422 | $209,336+448.1% | $197,124+482.1% | $137,256+736.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.14% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $40,920 | $6,591+520.9% | $6,227+557.1% | $4,156+884.6% |
| Participant deferral / active EE | $32,300 | $9,614+236.0% | $9,135+253.6% | $6,407+404.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |