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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 | $1,114,124 | $202,460+450.3% | $169,385+557.7% | $139,456+698.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 25.39% | 532.07%-506.7pp | 405.82%-380.4pp | 373.45%-348.1pp |
| Employer contribution / active EE | $22,573 | $4,691+381.2% | $4,012+462.7% | $4,753+375.0% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |