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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 | $1,614,131 | $209,336+671.1% | $197,124+718.8% | $137,256+1076.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $28,700 | $6,591+335.5% | $6,227+360.9% | $4,156+590.6% |
| Participant deferral / active EE | $23,300 | $9,614+142.4% | $9,135+155.1% | $6,407+263.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |