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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 | $166,131+248.6% | $164,975+251.0% | $145,877+297.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.03% | 100.37%-78.3pp | 70.12%-48.1pp | 551.28%-529.3pp |
| Employer contribution / active EE | $41,018 | $5,276+677.5% | $4,343+844.5% | $4,663+779.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $16,648-99.8% | $12,688-99.7% | $13,402-99.8% |