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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 | $1,985,090 | $755,339+162.8% | $379,746+422.7% | $158,966+1148.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 6.63% | 53.41%-46.8pp | 34.90%-28.3pp | 302.95%-296.3pp |
| Employer contribution / active EE | $5,334 | $4,685+13.8% | $3,540+50.7% | $4,762+12.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $14,482-99.9% | $7,927-99.7% | $11,250-99.8% |