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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 | $579,121 | $166,268+248.3% | $165,100+250.8% | $145,897+296.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.03% | 100.52%-78.5pp | 70.21%-48.2pp | 552.29%-530.3pp |
| Employer contribution / active EE | $41,018 | $5,284+676.3% | $4,348+843.4% | $4,663+779.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33 | $16,659-99.8% | $12,696-99.7% | $13,390-99.8% |