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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 | $948,790 | $212,386+346.7% | $199,883+374.7% | $138,895+583.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.00% | 47.75%-27.7pp | 43.81%-23.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $19,252 | $6,625+190.6% | $6,261+207.5% | $4,194+359.0% |
| Participant deferral / active EE | $17,487 | $9,617+81.8% | $9,138+91.4% | $6,396+173.4% |
| Admin fee / account holder | $153 | $18,233-99.2% | $17,268-99.1% | $12,562-98.8% |