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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 | $1,959,251 | $157,276+1145.7% | $141,177+1287.8% | $152,885+1181.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.63% | 64.33%-40.7pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $4,971 | $5,262-5.5% | $4,736+5.0% | $4,763+4.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |