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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 | $2,285,027 | $159,978+1328.3% | $147,041+1454.0% | $145,978+1465.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 98.36%-72.7pp | 419.21%-393.6pp | 550.52%-524.9pp |
| Employer contribution / active EE | $42,340 | $5,288+700.7% | $4,935+758.0% | $4,662+808.2% |
| Participant deferral / active EE | $28,425 | $8,429+237.2% | $8,071+252.2% | $6,690+324.9% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,400-99.6% |