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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 | $1,200,848 | $165,399+626.0% | $149,745+701.9% | $158,982+655.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.48% | 348.34%-338.9pp | 276.72%-267.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $3,777 | $5,105-26.0% | $4,646-18.7% | $4,763-20.7% |
| Participant deferral / active EE | $15,760 | $7,183+119.4% | $6,843+130.3% | $5,983+163.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |