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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 | $337,322 | $157,304+114.4% | $141,197+138.9% | $152,909+120.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.69% | 64.34%-40.7pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,920 | $5,263-44.5% | $4,736-38.3% | $4,764-38.7% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $70 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |