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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 | $1,549,473 | $154,228+904.7% | $145,433+965.4% | $137,256+1028.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $20,933 | $4,804+335.7% | $4,554+359.6% | $4,156+403.7% |
| Participant deferral / active EE | $11,331 | $8,216+37.9% | $7,897+43.5% | $6,407+76.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |