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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 | $2,370,066 | $183,539+1191.3% | $155,556+1423.6% | $145,897+1524.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.65% | 61.31%-21.7pp | 64.84%-25.2pp | 552.29%-512.6pp |
| Employer contribution / active EE | $2,001 | $5,315-62.4% | $4,675-57.2% | $4,663-57.1% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |