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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 | $1,035,510 | $228,352+353.5% | $185,827+457.2% | $158,950+551.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.99% | 40.81%-31.8pp | 35.96%-27.0pp | 302.91%-293.9pp |
| Employer contribution / active EE | $25,947 | $4,967+422.4% | $4,087+534.8% | $4,762+444.9% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $79 | $11,867-99.3% | $9,502-99.2% | $11,248-99.3% |