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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 | $712,747 | $149,679+376.2% | $117,039+509.0% | $147,586+382.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.28% | 19.31%-5.0pp | 18.95%-4.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $14,667 | $4,937+197.1% | $3,785+287.5% | $4,876+200.8% |
| Participant deferral / active EE | $19,000 | $4,912+286.8% | $3,929+383.5% | $5,439+249.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |