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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 | $805,090 | $196,972+308.7% | $182,262+341.7% | $198,609+305.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.64% | 158.27%-147.6pp | 140.60%-130.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $6,910 | $5,364+28.8% | $5,046+36.9% | $5,055+36.7% |
| Participant deferral / active EE | $18,000 | $8,643+108.3% | $8,276+117.5% | $6,977+158.0% |
| Admin fee / account holder | $220 | $18,429-98.8% | $16,712-98.7% | $19,030-98.8% |