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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 | $1,138,417 | $167,522+579.6% | $151,639+650.7% | $134,532+746.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 93.00% | 7.81%+85.2pp | 3.34%+89.7pp | 418.27%-325.3pp |
| Employer contribution / active EE | $17,249 | $6,828+152.6% | $6,165+179.8% | $4,741+263.8% |
| Participant deferral / active EE | $13,428 | $8,986+49.4% | $8,363+60.5% | $6,401+109.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |