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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 | $2,730,490 | $209,422+1203.8% | $178,503+1429.7% | $158,982+1617.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.90% | 188.81%-168.9pp | 151.12%-131.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $25,190 | $5,707+341.4% | $5,011+402.7% | $4,763+428.9% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |