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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 | $576,499 | $99,032+482.1% | $80,022+620.4% | $135,380+325.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.89% | 15.39%-21.3pp | 11.22%-17.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $28,647 | $3,043+841.3% | $2,468+1060.7% | $4,779+499.4% |
| Participant deferral / active EE | $14,333 | $4,282+234.7% | $3,686+288.9% | $5,609+155.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |