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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 | $561,634 | $141,004+298.3% | $112,273+400.2% | $139,466+302.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.38% | 32.75%-8.4pp | 30.23%-5.8pp | 373.66%-349.3pp |
| Employer contribution / active EE | $13,108 | $4,285+205.9% | $3,431+282.0% | $4,754+175.7% |
| Participant deferral / active EE | $17,211 | $5,878+192.8% | $4,800+258.6% | $6,712+156.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |