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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 | $343,724 | $196,972+74.5% | $182,262+88.6% | $198,609+73.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.45% | 158.27%-136.8pp | 140.60%-119.1pp | 202.70%-181.3pp |
| Employer contribution / active EE | $16,322 | $5,364+204.3% | $5,046+223.5% | $5,055+222.9% |
| Participant deferral / active EE | $17,678 | $8,643+104.5% | $8,276+113.6% | $6,977+153.4% |
| Admin fee / account holder | $280 | $18,429-98.5% | $16,712-98.3% | $19,030-98.5% |