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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 | $1,676,740 | $160,040+947.7% | $147,096+1039.9% | $145,877+1049.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.04% | 98.49%-66.5pp | 419.75%-387.7pp | 551.28%-519.2pp |
| Employer contribution / active EE | $43,500 | $5,289+722.4% | $4,936+781.3% | $4,663+832.9% |
| Participant deferral / active EE | $26,000 | $8,429+208.5% | $8,071+222.1% | $6,691+288.6% |
| Admin fee / account holder | $120 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |