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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 | $1,719,866 | $165,399+939.8% | $149,745+1048.5% | $158,982+981.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.43% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $2,062 | $5,105-59.6% | $4,646-55.6% | $4,763-56.7% |
| Participant deferral / active EE | $13,530 | $7,183+88.4% | $6,843+97.7% | $5,983+126.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |