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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 | $695,689 | $185,905+274.2% | $170,057+309.1% | $139,487+398.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.27% | 60.56%-31.3pp | 53.42%-24.1pp | 373.84%-344.6pp |
| Employer contribution / active EE | $2,409 | $7,597-68.3% | $6,790-64.5% | $4,755-49.3% |
| Participant deferral / active EE | $11,492 | $11,627-1.2% | $10,411+10.4% | $6,713+71.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |