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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 | $530,809 | $102,938+415.7% | $94,105+464.1% | $138,895+282.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 13.04% | 250.28%-237.2pp | 204.55%-191.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $14,895 | $2,732+445.2% | $2,504+494.8% | $4,194+255.1% |
| Participant deferral / active EE | $9,562 | $4,196+127.9% | $3,881+146.4% | $6,396+49.5% |
| Admin fee / account holder | $22 | $6,600-99.7% | $6,199-99.6% | $12,562-99.8% |