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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 | $1,815,962 | $183,592+889.1% | $155,574+1067.3% | $145,877+1144.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $13,526 | $5,317+154.4% | $4,676+189.3% | $4,663+190.1% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $77 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |