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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 | $335,679 | $183,539+82.9% | $155,556+115.8% | $145,897+130.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.58% | 61.31%-37.7pp | 64.84%-41.3pp | 552.29%-528.7pp |
| Employer contribution / active EE | $3,764 | $5,315-29.2% | $4,675-19.5% | $4,663-19.3% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,631+113.1% | $6,689+79.4% |
| Admin fee / account holder | $74 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |