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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 | $550,135 | $165,351+232.7% | $149,710+267.5% | $158,931+246.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.95% | 348.19%-329.2pp | 276.63%-257.7pp | 302.86%-283.9pp |
| Employer contribution / active EE | $12,654 | $5,103+148.0% | $4,645+172.5% | $4,761+165.8% |
| Participant deferral / active EE | $8,961 | $7,181+24.8% | $6,842+31.0% | $5,982+49.8% |
| Admin fee / account holder | $31 | $10,807-99.7% | $9,309-99.7% | $11,247-99.7% |