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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 | $745,048 | $196,972+278.3% | $182,262+308.8% | $198,609+275.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.86% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $15,682 | $5,364+192.4% | $5,046+210.8% | $5,055+210.2% |
| Participant deferral / active EE | $8,687 | $8,643+0.5% | $8,276+5.0% | $6,977+24.5% |
| Admin fee / account holder | $30 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |