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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 | $1,369,206 | $162,136+744.5% | $152,301+799.0% | $154,746+784.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.16% | 91.02%-77.9pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $32,967 | $4,890+574.1% | $4,624+612.9% | $4,379+652.8% |
| Participant deferral / active EE | $23,167 | $8,341+177.7% | $8,004+189.4% | $6,730+244.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |