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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 | $277,479 | $106,280+161.1% | $96,538+187.4% | $139,487+98.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 38.48%-18.9pp | 35.74%-16.2pp | 373.84%-354.3pp |
| Employer contribution / active EE | $12,234 | $4,107+197.9% | $3,740+227.1% | $4,755+157.3% |
| Participant deferral / active EE | $7,407 | $5,457+35.7% | $4,880+51.8% | $6,713+10.3% |
| Admin fee / account holder | $163 | $7,888-97.9% | $6,737-97.6% | $11,407-98.6% |