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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 | $1,255,291 | $85,024+1376.4% | $70,544+1679.4% | $139,466+800.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 22.18% | 30.39%-8.2pp | 32.79%-10.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $33,292 | $3,912+751.0% | $2,976+1018.8% | $4,754+600.3% |
| Participant deferral / active EE | $11,133 | $5,891+89.0% | $4,568+143.7% | $6,712+65.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |