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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 | $819,833 | $139,948+485.8% | $121,663+573.9% | $154,746+429.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.94% | 230.52%-216.6pp | 147.54%-133.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,656 | $3,521-24.6% | $3,020-12.0% | $4,379-39.3% |
| Participant deferral / active EE | $19,750 | $5,629+250.9% | $4,887+304.1% | $6,730+193.4% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |