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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 | $1,231,975 | $148,623+728.9% | $135,974+806.0% | $139,466+783.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.28% | 79.30%-29.0pp | 68.30%-18.0pp | 373.66%-323.4pp |
| Employer contribution / active EE | $16,566 | $5,246+215.8% | $4,859+240.9% | $4,754+248.5% |
| Participant deferral / active EE | $23,175 | $8,103+186.0% | $7,760+198.6% | $6,712+245.3% |
| Admin fee / account holder | $123 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |