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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 | $882,150 | $211,946+316.2% | $169,452+420.6% | $135,380+551.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.64% | 3.26%+6.4pp | 1.83%+7.8pp | 519.81%-510.2pp |
| Employer contribution / active EE | $19,366 | $5,117+278.5% | $4,157+365.9% | $4,779+305.2% |
| Participant deferral / active EE | $15,392 | $6,075+153.3% | $5,277+191.7% | $5,609+174.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |