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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 | $936,539 | $97,125+864.3% | $86,233+986.1% | $137,256+582.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.84% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $13,825 | $2,841+386.6% | $2,504+452.0% | $4,156+232.6% |
| Participant deferral / active EE | $23,465 | $5,180+353.0% | $4,559+414.7% | $6,407+266.3% |
| Admin fee / account holder | $120 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |