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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 | $166,242+510.7% | $165,071+515.0% | $145,884+595.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.18% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $16,233 | $5,283+207.3% | $4,347+273.4% | $4,662+248.2% |
| Participant deferral / active EE | $14,313 | $6,964+105.5% | $6,035+137.2% | $6,690+114.0% |
| Admin fee / account holder | $203 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |