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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 | $265,278 | $165,399+60.4% | $149,745+77.2% | $158,982+66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.68% | 348.34%-324.7pp | 276.72%-253.0pp | 302.99%-279.3pp |
| Employer contribution / active EE | $14,456 | $5,105+183.2% | $4,646+211.2% | $4,763+203.5% |
| Participant deferral / active EE | $14,024 | $7,183+95.2% | $6,843+104.9% | $5,983+134.4% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |