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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 | $210,510+465.1% | $153,500+675.0% | $145,877+715.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.45% | 13.45%+27.0pp | 15.70%+24.7pp | 551.28%-510.8pp |
| Employer contribution / active EE | $24,000 | $6,052+296.6% | $5,039+376.3% | $4,663+414.7% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |