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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 | $150,207+577.9% | $120,380+745.8% | $145,978+597.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 36.02% | 154.28%-118.3pp | 107.28%-71.3pp | 550.52%-514.5pp |
| Employer contribution / active EE | $15,672 | $4,351+260.2% | $3,465+352.3% | $4,662+236.2% |
| Participant deferral / active EE | $20,333 | $6,175+229.3% | $4,992+307.3% | $6,690+204.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |