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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 | $2,785,073 | $212,386+1211.3% | $199,883+1293.4% | $138,895+1905.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.79% | 47.75%-25.0pp | 43.81%-21.0pp | 145.39%-122.6pp |
| Employer contribution / active EE | $42,750 | $6,625+545.3% | $6,261+582.8% | $4,194+919.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |