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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 | $1,408,612 | $135,905+936.5% | $126,068+1017.3% | $198,609+609.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.35% | 14.07%+8.3pp | 15.01%+7.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $4,192 | $4,245-1.3% | $3,968+5.6% | $5,055-17.1% |
| Participant deferral / active EE | $31,590 | $8,523+270.6% | $8,214+284.6% | $6,977+352.8% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |