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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 | $1,856,727 | $817,678+127.1% | $392,568+373.0% | $152,897+1114.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 21.32% | 22.84%-1.5pp | 24.42%-3.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $12,000 | $5,502+118.1% | $3,783+217.2% | $4,764+151.9% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28 | $12,095-99.8% | $6,260-99.5% | $11,599-99.8% |