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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 | $1,300,165 | $154,228+743.0% | $145,433+794.0% | $137,256+847.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 959.86% | 74.59%+885.3pp | 66.58%+893.3pp | 220.34%+739.5pp |
| Employer contribution / active EE | $27,475 | $4,804+471.9% | $4,554+503.3% | $4,156+561.1% |
| Participant deferral / active EE | $27,000 | $8,216+228.6% | $7,897+241.9% | $6,407+321.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |