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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 | $1,306,897 | $132,310+887.8% | $105,754+1135.8% | $273,972+377.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.56% | 10.08%+1.5pp | 12.25%-0.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $49,288 | $4,867+912.8% | $4,079+1108.3% | $4,869+912.3% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |