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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 | $1,194,693 | $162,136+636.8% | $152,301+684.4% | $154,746+672.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.28% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,470 | $4,890-70.0% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $14,980 | $8,341+79.6% | $8,004+87.2% | $6,730+122.6% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |