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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 | $1,302,623 | $289,147+350.5% | $398,943+226.5% | $289,147+350.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 68.8%+31.2pp | 80.8%+19.2pp |
| Annual return | 14.36% | 12.61%+1.8pp | 12.10%+2.3pp | 12.61%+1.8pp |
| Employer contribution / active EE | $41,214 | $13,617+202.7% | $17,661+133.4% | $13,617+202.7% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,706-100.0% | $23,026-100.0% |