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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 | $1,799,480 | $148,582+1111.1% | $135,942+1223.7% | $139,456+1190.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.52% | 79.26%-39.7pp | 68.28%-28.8pp | 373.45%-333.9pp |
| Employer contribution / active EE | $4,691 | $5,245-10.6% | $4,858-3.4% | $4,753-1.3% |
| Participant deferral / active EE | $17,153 | $8,101+111.7% | $7,759+121.1% | $6,711+155.6% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |