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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 | $949,550 | $72,071+1217.5% | $68,368+1288.9% | $137,256+591.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.22% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $19,613 | $2,788+603.5% | $2,649+640.4% | $4,156+371.9% |
| Participant deferral / active EE | $23,725 | $4,410+438.0% | $4,123+475.5% | $6,407+270.3% |
| Admin fee / account holder | $100 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |