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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 | $1,113,376 | $165,381+573.2% | $149,730+643.6% | $158,966+600.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 143.88% | 348.29%-204.4pp | 276.70%-132.8pp | 302.95%-159.1pp |
| Employer contribution / active EE | $6,488 | $5,104+27.1% | $4,645+39.7% | $4,762+36.2% |
| Participant deferral / active EE | $12,907 | $7,182+79.7% | $6,843+88.6% | $5,983+115.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |