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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 | $2,506,447 | $165,381+1415.6% | $149,730+1574.0% | $158,966+1476.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.17% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $10,250 | $5,104+100.8% | $4,645+120.7% | $4,762+115.2% |
| Participant deferral / active EE | $12,659 | $7,182+76.2% | $6,843+85.0% | $5,983+111.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |