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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 | $166,131+511.1% | $164,975+515.3% | $145,877+595.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.18% | 100.37%-88.2pp | 70.12%-57.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $16,233 | $5,276+207.7% | $4,343+273.8% | $4,663+248.1% |
| Participant deferral / active EE | $14,313 | $6,962+105.6% | $6,033+137.2% | $6,691+113.9% |
| Admin fee / account holder | $203 | $16,648-98.8% | $12,688-98.4% | $13,402-98.5% |