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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 | $541,525 | $108,912+397.2% | $100,383+439.5% | $145,959+271.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 57.96%-45.4pp | 49.26%-36.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $6,896 | $4,423+55.9% | $3,944+74.9% | $4,661+48.0% |
| Participant deferral / active EE | $13,211 | $8,451+56.3% | $8,086+63.4% | $6,689+97.5% |
| Admin fee / account holder | $148 | $9,690-98.5% | $7,900-98.1% | $13,398-98.9% |