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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 | $420,601 | $110,212+281.6% | $96,534+335.7% | $139,466+201.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 26.42%-6.6pp | 25.88%-6.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $5,754 | $3,620+59.0% | $2,965+94.0% | $4,754+21.0% |
| Participant deferral / active EE | $12,277 | $5,547+121.3% | $4,851+153.1% | $6,712+82.9% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |