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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 | $2,459,130 | $201,344+1121.4% | $184,243+1234.7% | $145,877+1585.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.10% | 29.01%-3.9pp | 28.82%-3.7pp | 551.28%-526.2pp |
| Employer contribution / active EE | $53,792 | $7,022+666.0% | $6,427+737.0% | $4,663+1053.6% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |