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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 | $1,421,422 | $185,883+664.7% | $170,043+735.9% | $139,466+919.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.13% | 60.54%-38.4pp | 53.40%-31.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $20,836 | $7,596+174.3% | $6,790+206.9% | $4,754+338.3% |
| Participant deferral / active EE | $20,582 | $11,626+77.0% | $10,410+97.7% | $6,712+206.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |