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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 | $1,177,547 | $185,312+535.4% | $161,489+629.2% | $154,746+661.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.08% | 103.84%-84.8pp | 89.72%-70.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $42,940 | $4,769+800.4% | $4,268+906.0% | $4,379+880.6% |
| Participant deferral / active EE | $31,600 | $6,350+397.7% | $5,630+461.3% | $6,730+369.5% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |