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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 | $1,532,202 | $176,077+770.2% | $159,455+860.9% | $167,518+814.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.86% | 331.83%-317.0pp | 263.63%-248.8pp | 478.71%-463.8pp |
| Employer contribution / active EE | $11,420 | $5,298+115.5% | $4,830+136.4% | $4,838+136.0% |
| Participant deferral / active EE | $15,526 | $7,751+100.3% | $7,353+111.1% | $6,342+144.8% |
| Admin fee / account holder | $63 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |