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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 | $402,677 | $201,259+100.1% | $184,200+118.6% | $145,959+175.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.93% | 28.98%-0.1pp | 28.80%+0.1pp | 561.95%-533.0pp |
| Employer contribution / active EE | $30,321 | $7,018+332.0% | $6,424+372.0% | $4,661+550.6% |
| Participant deferral / active EE | $25,785 | $9,806+162.9% | $9,132+182.4% | $6,689+285.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |