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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 | $1,744,357 | $227,399+667.1% | $189,758+819.3% | $198,609+778.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.81% | 61.03%-39.2pp | 52.62%-30.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $22,051 | $5,526+299.0% | $4,767+362.6% | $5,055+336.2% |
| Participant deferral / active EE | $21,577 | $6,837+215.6% | $5,856+268.5% | $6,977+209.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |