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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 | $1,028,511 | $203,483+405.5% | $152,473+574.6% | $167,536+513.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 19.18% | 13.80%+5.4pp | 757.59%-738.4pp | 478.82%-459.6pp |
| Employer contribution / active EE | $3,125 | $5,219-40.1% | $4,326-27.8% | $4,839-35.4% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |