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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 | $1,298,989 | $147,556+780.3% | $129,031+906.7% | $198,609+554.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 6.11% | 37.41%-31.3pp | 34.67%-28.6pp | 202.70%-196.6pp |
| Employer contribution / active EE | $25,713 | $3,645+605.5% | $3,226+697.0% | $5,055+408.6% |
| Participant deferral / active EE | $12,917 | $5,760+124.3% | $5,217+147.6% | $6,977+85.1% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |