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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 | $796,634 | $154,228+416.5% | $145,433+447.8% | $137,256+480.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.67% | 74.59%-41.9pp | 66.58%-33.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $4,962 | $4,804+3.3% | $4,554+8.9% | $4,156+19.4% |
| Participant deferral / active EE | $12,958 | $8,216+57.7% | $7,897+64.1% | $6,407+102.3% |
| Admin fee / account holder | $118 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |