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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 | $1,454,486 | $223,823+549.8% | $211,142+588.9% | $154,746+839.9% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 13.97% | 50.39%-36.4pp | 46.84%-32.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $19,349 | $6,787+185.1% | $6,442+200.3% | $4,379+341.8% |
| Participant deferral / active EE | $16,267 | $9,750+66.8% | $9,284+75.2% | $6,730+141.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |