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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 | $1,122,521 | $289,211+288.1% | $260,467+331.0% | $198,609+465.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 3.11% | 112.90%-109.8pp | 100.60%-97.5pp | 202.70%-199.6pp |
| Employer contribution / active EE | $22,858 | $4,663+390.2% | $4,239+439.3% | $5,055+352.1% |
| Participant deferral / active EE | $15,250 | $6,812+123.9% | $6,319+141.3% | $6,977+118.6% |
| Admin fee / account holder | $6 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |