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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 | $1,506,309 | $100,147+1404.1% | $81,286+1753.1% | $145,877+932.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 34.44%-15.0pp | 24.80%-5.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,400 | $2,977-53.0% | $2,463-43.2% | $4,663-70.0% |
| Participant deferral / active EE | $2,700 | $4,607-41.4% | $3,883-30.5% | $6,691-59.6% |
| Admin fee / account holder | $60 | $8,201-99.3% | $5,764-99.0% | $13,402-99.6% |