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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 | $160,028+1327.9% | $147,080+1453.6% | $145,884+1466.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 98.60%-73.0pp | 420.17%-394.5pp | 551.85%-526.2pp |
| Employer contribution / active EE | $42,340 | $5,286+701.0% | $4,933+758.2% | $4,662+808.1% |
| Participant deferral / active EE | $28,425 | $8,422+237.5% | $8,066+252.4% | $6,690+324.9% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |