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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 | $155,555+646.4% | $146,866+690.5% | $155,188+648.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.28% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,170 | $4,647-31.8% | $4,425-28.4% | $4,248-25.4% |
| Participant deferral / active EE | $17,181 | $8,044+113.6% | $7,759+121.4% | $6,531+163.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |