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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 | $1,119,166 | $115,814+866.3% | $101,275+1005.1% | $158,982+604.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 40.73% | 56.16%-15.4pp | 46.48%-5.7pp | 302.99%-262.3pp |
| Employer contribution / active EE | $17,472 | $4,176+318.4% | $3,660+377.4% | $4,763+266.8% |
| Participant deferral / active EE | $13,500 | $4,958+172.3% | $4,371+208.9% | $5,983+125.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |