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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 | $125,184+911.5% | $105,607+1098.9% | $145,884+767.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 225.00%-208.2pp | 116.11%-99.3pp | 551.85%-535.1pp |
| Employer contribution / active EE | $34,142 | $3,720+817.8% | $3,167+978.1% | $4,662+632.3% |
| Participant deferral / active EE | $15,250 | $5,714+166.9% | $5,011+204.3% | $6,690+128.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |