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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 | $1,315,406 | $161,352+715.2% | $134,172+880.4% | $137,256+858.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 25.79% | 28.72%-2.9pp | 25.30%+0.5pp | 220.34%-194.6pp |
| Employer contribution / active EE | $13,917 | $4,099+239.5% | $3,420+306.9% | $4,156+234.9% |
| Participant deferral / active EE | $20,667 | $5,552+272.2% | $4,690+340.6% | $6,407+222.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |