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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 | $713,321 | $162,136+340.0% | $152,301+368.4% | $154,746+361.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 36.36% | 91.02%-54.7pp | 80.50%-44.1pp | 172.34%-136.0pp |
| Employer contribution / active EE | $30,257 | $4,890+518.7% | $4,624+554.3% | $4,379+590.9% |
| Participant deferral / active EE | $22,311 | $8,341+167.5% | $8,004+178.8% | $6,730+231.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |