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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 | $1,094,476 | $85,060+1186.7% | $70,565+1451.0% | $139,487+684.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 66.74% | 30.39%+36.4pp | 32.79%+33.9pp | 373.84%-307.1pp |
| Employer contribution / active EE | $17,457 | $3,912+346.2% | $2,976+486.6% | $4,755+267.1% |
| Participant deferral / active EE | $13,788 | $5,891+134.0% | $4,568+201.8% | $6,713+105.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |