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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 | $283,301 | $198,457+42.8% | $170,435+66.2% | $147,586+92.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.08% | 257.30%-238.2pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,229 | $6,183+0.7% | $5,432+14.7% | $4,876+27.7% |
| Participant deferral / active EE | $9,481 | $5,629+68.4% | $4,939+91.9% | $5,439+74.3% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |