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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 | $1,327,487 | $166,089+699.3% | $164,928+704.9% | $145,978+809.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.47% | 100.26%-81.8pp | 70.08%-51.6pp | 550.52%-532.0pp |
| Employer contribution / active EE | $39,428 | $5,276+647.3% | $4,343+807.8% | $4,662+745.8% |
| Participant deferral / active EE | $30,500 | $6,961+338.1% | $6,034+405.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |