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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 | $556,475 | $118,708+368.8% | $98,920+462.5% | $158,982+250.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.19% | 372.49%-365.3pp | 196.47%-189.3pp | 302.99%-295.8pp |
| Employer contribution / active EE | $17,361 | $3,334+420.7% | $2,689+545.5% | $4,763+264.5% |
| Participant deferral / active EE | $10,812 | $5,089+112.4% | $4,245+154.7% | $5,983+80.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |