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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 | $277,748 | $106,267+161.4% | $96,520+187.8% | $139,456+99.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.87% | 38.45%-4.6pp | 35.72%-1.8pp | 373.45%-339.6pp |
| Employer contribution / active EE | $29,250 | $4,105+612.6% | $3,739+682.4% | $4,753+515.4% |
| Participant deferral / active EE | $16,500 | $5,454+202.5% | $4,879+238.2% | $6,711+145.9% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |