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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 | $1,099,397 | $209,422+425.0% | $178,503+515.9% | $158,982+591.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.55% | 188.81%-164.3pp | 151.12%-126.6pp | 302.99%-278.4pp |
| Employer contribution / active EE | $21,992 | $5,707+285.4% | $5,011+338.9% | $4,763+361.7% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |