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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 | $2,050,196 | $183,516+1017.2% | $155,534+1218.2% | $145,884+1305.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.41% | 61.43%-38.0pp | 64.92%-41.5pp | 551.85%-528.4pp |
| Employer contribution / active EE | $37,119 | $5,315+598.4% | $4,675+694.0% | $4,662+696.2% |
| Participant deferral / active EE | $16,307 | $6,467+152.2% | $5,630+189.6% | $6,690+143.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |