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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 | $263,583 | $148,629+77.3% | $135,982+93.8% | $139,487+89.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.52% | 79.33%-52.8pp | 68.32%-41.8pp | 373.84%-347.3pp |
| Employer contribution / active EE | $2,255 | $5,247-57.0% | $4,859-53.6% | $4,755-52.6% |
| Participant deferral / active EE | $14,767 | $8,102+82.3% | $7,760+90.3% | $6,713+120.0% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |