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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 | $1,211,918 | $167,352+624.2% | $143,788+742.8% | $134,509+801.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 115.01% | 0.47%+114.5pp | -0.03%+115.0pp | 418.13%-303.1pp |
| Employer contribution / active EE | $10,000 | $5,620+77.9% | $4,952+102.0% | $4,741+110.9% |
| Participant deferral / active EE | $14,625 | $6,447+126.8% | $5,638+159.4% | $6,400+128.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |