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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 | $439,335 | $185,312+137.1% | $161,489+172.1% | $154,746+183.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.21% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $17,828 | $4,769+273.8% | $4,268+317.7% | $4,379+307.1% |
| Participant deferral / active EE | $11,942 | $6,350+88.1% | $5,630+112.1% | $6,730+77.4% |
| Admin fee / account holder | $283 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |