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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 | $598,371 | $100,147+497.5% | $81,286+636.1% | $145,877+310.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 34.44%-17.8pp | 24.80%-8.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $16,475 | $2,977+453.4% | $2,463+569.0% | $4,663+253.3% |
| Participant deferral / active EE | $5,829 | $4,607+26.5% | $3,883+50.1% | $6,691-12.9% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |