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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 | $100,004+498.3% | $81,438+634.8% | $145,959+310.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 34.34%-17.7pp | 24.74%-8.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $16,475 | $2,970+454.8% | $2,460+569.6% | $4,661+253.5% |
| Participant deferral / active EE | $5,829 | $4,603+26.6% | $3,883+50.1% | $6,689-12.9% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |