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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 | $1,181,294 | $160,040+638.1% | $147,096+703.1% | $145,877+709.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $35,896 | $5,289+578.6% | $4,936+627.2% | $4,663+669.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |