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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 | $1,444,510 | $135,956+962.5% | $123,894+1065.9% | $273,972+427.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 39936.56% | 56.63%+39879.9pp | 47.52%+39889.0pp | 41.46%+39895.1pp |
| Employer contribution / active EE | $1,145 | $5,170-77.8% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $5,647 | $6,343-11.0% | $5,984-5.6% | $5,287+6.8% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |