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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 | $1,249,199 | $209,336+496.7% | $197,124+533.7% | $137,256+810.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.54% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $36,917 | $6,591+460.1% | $6,227+492.8% | $4,156+788.3% |
| Participant deferral / active EE | $24,013 | $9,614+149.8% | $9,135+162.9% | $6,407+274.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |