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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 | $1,266,175 | $125,190+911.4% | $105,624+1098.8% | $145,897+767.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 225.22%-208.5pp | 116.20%-99.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $34,142 | $3,720+817.7% | $3,168+977.8% | $4,663+632.2% |
| Participant deferral / active EE | $15,250 | $5,716+166.8% | $5,013+204.2% | $6,689+128.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |