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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 | $1,012,832 | $124,425+714.0% | $112,040+804.0% | $137,256+637.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.08% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $16,911 | $3,411+395.7% | $2,954+472.5% | $4,156+306.9% |
| Participant deferral / active EE | $16,482 | $5,718+188.2% | $5,098+223.3% | $6,407+157.3% |
| Admin fee / account holder | $111 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |