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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 | $3,220,274 | $217,432+1381.0% | $185,851+1632.7% | $167,553+1821.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.08% | 148.43%-123.3pp | 122.11%-97.0pp | 478.89%-453.8pp |
| Employer contribution / active EE | $4,512 | $5,874-23.2% | $5,168-12.7% | $4,840-6.8% |
| Participant deferral / active EE | $14,062 | $6,357+121.2% | $5,569+152.5% | $6,343+121.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |