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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 | $514,200 | $201,344+155.4% | $184,243+179.1% | $145,877+252.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 48.59% | 29.01%+19.6pp | 28.82%+19.8pp | 551.28%-502.7pp |
| Employer contribution / active EE | $6,294 | $7,022-10.4% | $6,427-2.1% | $4,663+35.0% |
| Participant deferral / active EE | $22,797 | $9,807+132.5% | $9,132+149.6% | $6,691+240.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |