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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 | $1,066,920 | $155,555+585.9% | $146,866+626.5% | $155,188+587.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.97% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $34,333 | $4,647+638.9% | $4,425+676.0% | $4,248+708.3% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $3 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |