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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 | $919,155 | $185,905+394.4% | $170,057+440.5% | $139,487+559.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.49% | 60.56%-43.1pp | 53.42%-35.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $10,494 | $7,597+38.1% | $6,790+54.5% | $4,755+120.7% |
| Participant deferral / active EE | $15,917 | $11,627+36.9% | $10,411+52.9% | $6,713+137.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |