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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 | $627,820 | $155,555+303.6% | $146,866+327.5% | $155,188+304.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.73% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $9,301 | $4,647+100.2% | $4,425+110.2% | $4,248+119.0% |
| Participant deferral / active EE | $16,625 | $8,044+106.7% | $7,759+114.3% | $6,531+154.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |