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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 | $1,189,668 | $104,664+1036.7% | $85,693+1288.3% | $167,518+610.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.76% | 21.45%-11.7pp | 21.49%-11.7pp | 478.71%-468.9pp |
| Employer contribution / active EE | $27,045 | $3,337+710.5% | $2,618+933.0% | $4,838+458.9% |
| Participant deferral / active EE | $9,286 | $4,824+92.5% | $3,923+136.7% | $6,342+46.4% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |