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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 | $505,025 | $162,821+210.2% | $133,978+276.9% | $158,982+217.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 8.69% | 41.95%-33.3pp | 45.10%-36.4pp | 302.99%-294.3pp |
| Employer contribution / active EE | $11,262 | $4,976+126.3% | $3,919+187.4% | $4,763+136.4% |
| Participant deferral / active EE | $11,842 | $5,910+100.4% | $5,047+134.6% | $5,983+97.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |