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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 | $703,976 | $103,392+580.9% | $87,104+708.2% | $152,897+360.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.11% | 28.10%-15.0pp | 28.19%-15.1pp | 345.43%-332.3pp |
| Employer contribution / active EE | $25,000 | $3,221+676.2% | $2,521+891.5% | $4,764+424.8% |
| Participant deferral / active EE | $24,539 | $4,778+413.6% | $4,048+506.1% | $5,851+319.4% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |