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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 | $1,403,011 | $68,097+1960.3% | $62,929+2129.5% | $137,256+922.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 26.25% | 1859.11%-1832.9pp | 1063.93%-1037.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $38,889 | $2,811+1283.4% | $2,505+1452.7% | $4,156+835.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |