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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 | $2,288,436 | $160,070+1329.6% | $147,117+1455.5% | $145,897+1468.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.90% | 98.69%-72.8pp | 420.54%-394.6pp | 552.29%-526.4pp |
| Employer contribution / active EE | $4,984 | $5,285-5.7% | $4,932+1.0% | $4,663+6.9% |
| Participant deferral / active EE | $17,990 | $8,419+113.7% | $8,065+123.1% | $6,689+168.9% |
| Admin fee / account holder | $60 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |