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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 | $521,589 | $110,410+372.4% | $102,437+409.2% | $145,897+257.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.58% | 24.85%-7.3pp | 24.95%-7.4pp | 552.29%-534.7pp |
| Employer contribution / active EE | $12,564 | $4,217+197.9% | $3,871+224.6% | $4,663+169.5% |
| Participant deferral / active EE | $8,996 | $5,622+60.0% | $5,060+77.8% | $6,689+34.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |