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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 | $417,829 | $211,239+97.8% | $178,528+134.0% | $145,877+186.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.42% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $15,577 | $4,570+240.8% | $3,950+294.3% | $4,663+234.1% |
| Participant deferral / active EE | $15,250 | $6,963+119.0% | $6,278+142.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |