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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 | $803,833 | $183,516+338.0% | $155,534+416.8% | $145,884+451.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.44% | 61.43%-37.0pp | 64.92%-40.5pp | 551.85%-527.4pp |
| Employer contribution / active EE | $39,509 | $5,315+643.4% | $4,675+745.2% | $4,662+747.4% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |