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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 | $570,185 | $165,399+244.7% | $149,745+280.8% | $158,982+258.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.22% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $19,066 | $5,105+273.5% | $4,646+310.4% | $4,763+300.3% |
| Participant deferral / active EE | $12,818 | $7,183+78.5% | $6,843+87.3% | $5,983+114.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |