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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 | $1,120,128 | $175,259+539.1% | $149,723+648.1% | $139,487+703.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.63% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.2pp |
| Employer contribution / active EE | $17,186 | $5,478+213.7% | $4,821+256.5% | $4,755+261.5% |
| Participant deferral / active EE | $17,333 | $6,522+165.8% | $5,682+205.0% | $6,713+158.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |