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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 | $1,060,209 | $70,366+1406.7% | $66,674+1490.1% | $138,895+663.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.96% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $34,500 | $2,765+1147.7% | $2,620+1216.8% | $4,194+722.6% |
| Participant deferral / active EE | $6,428 | $4,374+47.0% | $4,084+57.4% | $6,396+0.5% |
| Admin fee / account holder | $60 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |