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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 | $880,178 | $88,707+892.2% | $74,184+1086.5% | $273,972+221.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.28% | 11.94%+1.3pp | 17.74%-4.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $17,520 | $3,159+454.5% | $2,370+639.2% | $4,869+259.8% |
| Participant deferral / active EE | $5,444 | $4,212+29.3% | $3,550+53.4% | $5,287+3.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |