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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 | $159,934+1328.7% | $147,005+1454.4% | $145,959+1465.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 98.24%-72.6pp | 418.76%-393.1pp | 561.95%-536.3pp |
| Employer contribution / active EE | $42,340 | $5,287+700.8% | $4,934+758.1% | $4,661+808.4% |
| Participant deferral / active EE | $28,425 | $8,427+237.3% | $8,070+252.2% | $6,689+325.0% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |