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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 | $1,030,292 | $160,028+543.8% | $147,080+600.5% | $145,884+606.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $40,500 | $5,286+666.2% | $4,933+720.9% | $4,662+768.7% |
| Participant deferral / active EE | $24,923 | $8,422+195.9% | $8,066+209.0% | $6,690+272.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |