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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 | $916,881 | $115,911+691.0% | $100,530+812.0% | $158,950+476.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 66.53% | 34.80%+31.7pp | 30.89%+35.6pp | 302.91%-236.4pp |
| Employer contribution / active EE | $35,198 | $4,104+757.6% | $3,418+929.8% | $4,762+639.2% |
| Participant deferral / active EE | $26,000 | $6,676+289.5% | $6,271+314.6% | $5,983+334.6% |
| Admin fee / account holder | $2 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |