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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 | $1,045,058 | $117,895+786.4% | $102,460+920.0% | $145,897+616.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.35% | 31.92%-11.6pp | 29.47%-9.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $27,000 | $3,619+646.1% | $3,025+792.5% | $4,663+479.1% |
| Participant deferral / active EE | $15,250 | $5,736+165.9% | $5,056+201.6% | $6,689+128.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |