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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 | $110,039+1106.8% | $97,260+1265.3% | $145,884+810.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.21% | 244.44%-224.2pp | 75.54%-55.3pp | 551.85%-531.6pp |
| Employer contribution / active EE | $40,083 | $3,074+1203.8% | $2,721+1373.0% | $4,662+759.7% |
| Participant deferral / active EE | $26,950 | $4,674+476.6% | $4,262+532.4% | $6,690+302.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |