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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 | $518,279 | $165,399+213.4% | $149,745+246.1% | $158,982+226.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.51% | 348.34%-314.8pp | 276.72%-243.2pp | 302.99%-269.5pp |
| Employer contribution / active EE | $4,026 | $5,105-21.1% | $4,646-13.3% | $4,763-15.5% |
| Participant deferral / active EE | $4,819 | $7,183-32.9% | $6,843-29.6% | $5,983-19.5% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |