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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 | $1,125,628 | $162,821+591.3% | $133,978+740.2% | $158,982+608.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 9.70% | 41.95%-32.2pp | 45.10%-35.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $19,186 | $4,976+285.6% | $3,919+389.6% | $4,763+302.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28 | $11,742-99.8% | $8,930-99.7% | $11,252-99.7% |