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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 | $628,470 | $165,399+280.0% | $149,745+319.7% | $158,982+295.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.57% | 348.34%-322.8pp | 276.72%-251.2pp | 302.99%-277.4pp |
| Employer contribution / active EE | $4,657 | $5,105-8.8% | $4,646+0.3% | $4,763-2.2% |
| Participant deferral / active EE | $10,372 | $7,183+44.4% | $6,843+51.6% | $5,983+73.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |