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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 | $279,735 | $212,386+31.7% | $199,883+39.9% | $138,895+101.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.43% | 47.75%-28.3pp | 43.81%-24.4pp | 145.39%-126.0pp |
| Employer contribution / active EE | $9,770 | $6,625+47.5% | $6,261+56.0% | $4,194+132.9% |
| Participant deferral / active EE | $12,620 | $9,617+31.2% | $9,138+38.1% | $6,396+97.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |