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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 | $606,275 | $183,627+230.2% | $155,602+289.6% | $145,978+315.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.87% | 61.32%-35.5pp | 64.81%-38.9pp | 550.52%-524.7pp |
| Employer contribution / active EE | $46,000 | $5,316+765.3% | $4,675+883.9% | $4,662+886.7% |
| Participant deferral / active EE | $30,364 | $6,466+369.6% | $5,629+439.4% | $6,690+353.9% |
| Admin fee / account holder | $50 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |