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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 | $1,028,482 | $103,008+898.5% | $90,304+1038.9% | $152,897+572.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.88% | 95.22%-68.3pp | 78.13%-51.2pp | 345.43%-318.5pp |
| Employer contribution / active EE | $27,225 | $3,139+767.2% | $2,855+853.6% | $4,764+471.5% |
| Participant deferral / active EE | $13,067 | $4,281+205.2% | $3,885+236.3% | $5,851+123.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |