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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 | $1,018,222 | $150,346+577.3% | $120,524+744.8% | $145,877+598.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 36.02% | 154.40%-118.4pp | 107.36%-71.3pp | 551.28%-515.3pp |
| Employer contribution / active EE | $15,672 | $4,353+260.0% | $3,469+351.8% | $4,663+236.1% |
| Participant deferral / active EE | $20,333 | $6,172+229.4% | $4,994+307.2% | $6,691+203.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |