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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 | $2,576,766 | $99,647+2485.9% | $86,439+2881.0% | $134,509+1815.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.21% | 6784.13%-6785.3pp | 4395.55%-4396.8pp | 418.13%-419.3pp |
| Employer contribution / active EE | $28,387 | $4,401+545.0% | $3,769+653.2% | $4,741+498.8% |
| Participant deferral / active EE | $18,000 | $7,246+148.4% | $6,952+158.9% | $6,400+181.2% |
| Admin fee / account holder | $63 | $8,373-99.2% | $6,732-99.1% | $11,427-99.4% |