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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 | $1,111,069 | $212,777+422.2% | $173,703+539.6% | $198,609+459.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.05% | 18.82%-4.8pp | 17.46%-3.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $46,000 | $5,214+782.3% | $4,288+972.8% | $5,055+809.9% |
| Participant deferral / active EE | $34,000 | $5,697+496.8% | $4,854+600.5% | $6,977+387.3% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |