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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 | $566,933 | $104,251+443.8% | $91,004+523.0% | $147,586+284.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 27.06%-10.1pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $33,015 | $3,116+959.6% | $2,456+1244.4% | $4,876+577.0% |
| Participant deferral / active EE | $14,000 | $4,195+233.7% | $3,548+294.6% | $5,439+157.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |