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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 | $268,032 | $110,379+142.8% | $102,412+161.7% | $145,884+83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $61,785 | $4,216+1365.4% | $3,870+1496.6% | $4,662+1225.2% |
| Participant deferral / active EE | $53,200 | $5,622+846.3% | $5,060+951.3% | $6,690+695.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |