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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 | $1,630,622 | $155,555+948.3% | $146,866+1010.3% | $155,188+950.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.18% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $32,194 | $4,647+592.8% | $4,425+627.6% | $4,248+657.9% |
| Participant deferral / active EE | $22,259 | $8,044+176.7% | $7,759+186.9% | $6,531+240.8% |
| Admin fee / account holder | $60 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |