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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 | $1,189,626 | $210,991+463.8% | $153,741+673.8% | $145,897+715.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.45% | 13.46%+27.0pp | 15.71%+24.7pp | 552.29%-511.8pp |
| Employer contribution / active EE | $24,000 | $6,057+296.2% | $5,042+376.0% | $4,663+414.7% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |