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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 | $1,104,453 | $99,053+1015.0% | $88,179+1152.5% | $138,895+695.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 83.48% | 78.17%+5.3pp | 64.97%+18.5pp | 145.39%-61.9pp |
| Employer contribution / active EE | $46,000 | $2,882+1496.1% | $2,549+1704.4% | $4,194+996.7% |
| Participant deferral / active EE | $31,000 | $5,225+493.3% | $4,614+571.9% | $6,396+384.7% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |