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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 | $1,160,987 | $162,136+616.1% | $152,301+662.3% | $154,746+650.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.28% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,170 | $4,890-35.2% | $4,624-31.4% | $4,379-27.6% |
| Participant deferral / active EE | $17,181 | $8,341+106.0% | $8,004+114.7% | $6,730+155.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |