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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 | $687,497 | $185,312+271.0% | $161,489+325.7% | $154,746+344.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.81% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $8,820 | $4,769+84.9% | $4,268+106.6% | $4,379+101.4% |
| Participant deferral / active EE | $14,205 | $6,350+123.7% | $5,630+152.3% | $6,730+111.1% |
| Admin fee / account holder | $208 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |