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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 | $1,694,609 | $210,510+705.0% | $153,500+1004.0% | $145,877+1061.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.03% | 13.45%+9.6pp | 15.70%+7.3pp | 551.28%-528.3pp |
| Employer contribution / active EE | $23,150 | $6,052+282.5% | $5,039+359.4% | $4,663+396.5% |
| Participant deferral / active EE | $30,500 | $7,974+282.5% | $6,756+351.4% | $6,691+355.9% |
| Admin fee / account holder | $50 | $19,455-99.7% | $12,736-99.6% | $13,402-99.6% |