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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 | $895,509 | $117,829+660.0% | $102,423+774.3% | $145,877+513.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.55% | 31.83%-7.3pp | 29.42%-4.9pp | 551.28%-526.7pp |
| Employer contribution / active EE | $6,451 | $3,615+78.5% | $3,023+113.4% | $4,663+38.3% |
| Participant deferral / active EE | $23,592 | $5,732+311.6% | $5,054+366.8% | $6,691+252.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |