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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 | $1,015,167 | $166,020+511.5% | $164,866+515.8% | $145,959+595.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.18% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $16,233 | $5,275+207.8% | $4,343+273.8% | $4,661+248.3% |
| Participant deferral / active EE | $14,313 | $6,961+105.6% | $6,033+137.3% | $6,689+114.0% |
| Admin fee / account holder | $203 | $16,644-98.8% | $12,689-98.4% | $13,398-98.5% |