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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 | $598,371 | $100,262+496.8% | $81,370+635.4% | $145,897+310.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 34.52%-17.9pp | 24.85%-8.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $16,475 | $2,979+453.1% | $2,464+568.7% | $4,663+253.3% |
| Participant deferral / active EE | $5,829 | $4,612+26.4% | $3,885+50.0% | $6,689-12.9% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |