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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 | $644,100 | $201,370+219.9% | $184,256+249.6% | $145,897+341.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.53% | 29.05%-6.5pp | 28.85%-6.3pp | 552.29%-529.8pp |
| Employer contribution / active EE | $11,631 | $7,024+65.6% | $6,427+81.0% | $4,663+149.5% |
| Participant deferral / active EE | $8,816 | $9,808-10.1% | $9,133-3.5% | $6,689+31.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |