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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 | $185,141+500.1% | $153,416+624.2% | $155,188+615.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 14.05% | 18.72%-4.7pp | 17.84%-3.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $46,000 | $4,489+924.6% | $3,764+1122.1% | $4,248+982.9% |
| Participant deferral / active EE | $34,000 | $5,477+520.8% | $4,723+619.8% | $6,531+420.6% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |