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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 | $1,242,016 | $118,454+948.5% | $98,441+1161.7% | $139,427+790.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 18.94%-6.3pp | 21.16%-8.5pp | 373.27%-360.6pp |
| Employer contribution / active EE | $34,078 | $3,610+844.1% | $3,048+1018.0% | $4,752+617.2% |
| Participant deferral / active EE | $20,000 | $5,392+270.9% | $4,738+322.1% | $6,711+198.0% |
| Admin fee / account holder | $0 | $14,053-100.0% | $8,960-100.0% | $11,404-100.0% |