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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 | $1,995,981 | $156,398+1176.2% | $147,318+1254.9% | $138,895+1337.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.56% | 78.75%-52.2pp | 70.43%-43.9pp | 145.39%-118.8pp |
| Employer contribution / active EE | $17,993 | $4,853+270.7% | $4,593+291.7% | $4,194+329.0% |
| Participant deferral / active EE | $17,375 | $8,237+110.9% | $7,906+119.8% | $6,396+171.6% |
| Admin fee / account holder | $122 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |