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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 | $252,859 | $160,040+58.0% | $147,096+71.9% | $145,877+73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 61.40% | 98.49%-37.1pp | 419.75%-358.3pp | 551.28%-489.9pp |
| Employer contribution / active EE | $3,565 | $5,289-32.6% | $4,936-27.8% | $4,663-23.5% |
| Participant deferral / active EE | $5,988 | $8,429-29.0% | $8,071-25.8% | $6,691-10.5% |
| Admin fee / account holder | $227 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |