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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 | $544,406 | $114,119+377.0% | $107,187+407.9% | $138,895+292.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.07% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $30,750 | $4,059+657.6% | $3,782+713.0% | $4,194+633.1% |
| Participant deferral / active EE | $17,000 | $5,538+207.0% | $5,096+233.6% | $6,396+165.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |