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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 | $649,043 | $181,062+258.5% | $158,223+310.2% | $155,188+318.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.02% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $11,023 | $4,565+141.5% | $4,109+168.3% | $4,248+159.5% |
| Participant deferral / active EE | $14,083 | $6,134+129.6% | $5,467+157.6% | $6,531+115.6% |
| Admin fee / account holder | $169 | $18,825-99.1% | $16,047-98.9% | $14,480-98.8% |