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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 | $1,688,546 | $275,752+512.3% | $256,809+557.5% | $198,609+750.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.80% | 34.81%-16.0pp | 32.73%-13.9pp | 202.70%-183.9pp |
| Employer contribution / active EE | $28,440 | $7,721+268.4% | $7,263+291.6% | $5,055+462.6% |
| Participant deferral / active EE | $26,000 | $10,037+159.0% | $9,520+173.1% | $6,977+272.7% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |