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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 | $1,373,517 | $160,040+758.2% | $147,096+833.8% | $145,877+841.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.22% | 98.49%-71.3pp | 419.75%-392.5pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,477 | $5,289-72.1% | $4,936-70.1% | $4,663-68.3% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |