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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 | $1,327,912 | $109,908+1108.2% | $97,161+1266.7% | $145,978+809.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.21% | 243.80%-223.6pp | 75.36%-55.1pp | 550.52%-530.3pp |
| Employer contribution / active EE | $40,083 | $3,077+1202.5% | $2,723+1371.8% | $4,662+759.8% |
| Participant deferral / active EE | $26,950 | $4,679+476.0% | $4,265+531.9% | $6,690+302.9% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |