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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 | $723,808 | $227,291+218.5% | $214,702+237.1% | $155,188+366.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.78% | 60.08%-47.3pp | 54.55%-41.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $16,368 | $6,772+141.7% | $6,461+153.3% | $4,248+285.3% |
| Participant deferral / active EE | $5,167 | $9,582-46.1% | $9,147-43.5% | $6,531-20.9% |
| Admin fee / account holder | $57 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |