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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 | $1,261,230 | $160,028+688.1% | $147,080+757.5% | $145,884+764.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $31,573 | $5,286+497.3% | $4,933+540.0% | $4,662+577.2% |
| Participant deferral / active EE | $22,230 | $8,422+164.0% | $8,066+175.6% | $6,690+232.3% |
| Admin fee / account holder | $157 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |