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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 | $261,283 | $176,120+48.4% | $159,487+63.8% | $167,553+55.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.33% | 331.95%-313.6pp | 263.71%-245.4pp | 478.89%-460.6pp |
| Employer contribution / active EE | $4,029 | $5,299-24.0% | $4,831-16.6% | $4,840-16.7% |
| Participant deferral / active EE | $6,339 | $7,752-18.2% | $7,354-13.8% | $6,343-0.1% |
| Admin fee / account holder | $42 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |