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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 | $713,390 | $158,852+349.1% | $121,220+488.5% | $135,380+427.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 20.88% | -0.64%+21.5pp | 16.94%+3.9pp | 519.81%-498.9pp |
| Employer contribution / active EE | $41,250 | $5,666+628.0% | $4,023+925.5% | $4,779+763.2% |
| Participant deferral / active EE | $16,750 | $4,006+318.2% | $3,345+400.7% | $5,609+198.6% |
| Admin fee / account holder | $211 | $6,515-96.8% | $5,021-95.8% | $10,828-98.0% |