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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 | $1,468,510 | $162,136+805.7% | $152,301+864.2% | $154,746+849.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.37% | 91.02%-76.7pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $19,500 | $4,890+298.7% | $4,624+321.7% | $4,379+345.3% |
| Participant deferral / active EE | $17,375 | $8,341+108.3% | $8,004+117.1% | $6,730+158.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |