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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 | $421,516 | $108,897+287.1% | $100,378+319.9% | $145,877+189.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.58% | 58.17%-35.6pp | 49.41%-26.8pp | 551.28%-528.7pp |
| Employer contribution / active EE | $22,556 | $4,420+410.3% | $3,942+472.2% | $4,663+383.7% |
| Participant deferral / active EE | $24,261 | $8,455+187.0% | $8,087+200.0% | $6,691+262.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |