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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 | $547,009 | $162,136+237.4% | $152,301+259.2% | $154,746+253.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.06% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,787 | $4,890-63.5% | $4,624-61.4% | $4,379-59.2% |
| Participant deferral / active EE | $8,653 | $8,341+3.7% | $8,004+8.1% | $6,730+28.6% |
| Admin fee / account holder | $124 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |