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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 | $1,549,123 | $160,028+868.0% | $147,080+953.2% | $145,884+961.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.51% | 98.60%-56.1pp | 420.17%-377.7pp | 551.85%-509.3pp |
| Employer contribution / active EE | $45,681 | $5,286+764.2% | $4,933+826.0% | $4,662+879.8% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $122 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |