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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 | $784,627 | $201,372+289.6% | $184,260+325.8% | $145,884+437.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.47% | 29.04%-12.6pp | 28.84%-12.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $9,220 | $7,024+31.3% | $6,427+43.4% | $4,662+97.8% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,690+243.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |