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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 | $1,697,430 | $102,245+1560.2% | $89,340+1800.0% | $137,256+1136.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.18% | 21.89%-9.7pp | 20.57%-8.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,640 | $2,529+4.4% | $2,231+18.3% | $4,156-36.5% |
| Participant deferral / active EE | $4,950 | $4,436+11.6% | $3,823+29.5% | $6,407-22.7% |
| Admin fee / account holder | $60 | $8,085-99.3% | $6,704-99.1% | $12,270-99.5% |