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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 | $1,165,983 | $176,105+562.1% | $159,474+631.1% | $167,536+596.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.34% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $18,625 | $5,299+251.5% | $4,831+285.5% | $4,839+284.9% |
| Participant deferral / active EE | $24,772 | $7,751+219.6% | $7,353+236.9% | $6,342+290.6% |
| Admin fee / account holder | $120 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |