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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 | $778,980 | $116,203+570.4% | $93,621+732.1% | $152,909+409.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.46% | 35.96%-9.5pp | 32.76%-6.3pp | 345.46%-319.0pp |
| Employer contribution / active EE | $33,261 | $3,219+933.2% | $2,719+1123.4% | $4,764+598.2% |
| Participant deferral / active EE | $16,667 | $4,605+262.0% | $4,070+309.5% | $5,851+184.8% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |