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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 | $807,897 | $108,942+641.6% | $100,415+704.6% | $145,897+453.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.57% | 58.27%-39.7pp | 49.47%-30.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $39,472 | $4,422+792.6% | $3,943+901.1% | $4,663+746.6% |
| Participant deferral / active EE | $28,455 | $8,461+236.3% | $8,091+251.7% | $6,689+325.4% |
| Admin fee / account holder | $277 | $9,702-97.1% | $7,906-96.5% | $13,390-97.9% |