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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 | $517,005 | $124,298+315.9% | $109,152+373.7% | $167,497+208.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.95% | 26.04%-15.1pp | 25.75%-14.8pp | 478.62%-467.7pp |
| Employer contribution / active EE | $25,775 | $4,208+512.5% | $3,722+592.5% | $4,838+432.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,971-100.0% | $6,753-100.0% | $12,310-100.0% |