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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 | $259,294 | $165,399+56.8% | $149,745+73.2% | $158,982+63.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.17% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.8pp |
| Employer contribution / active EE | $5,872 | $5,105+15.0% | $4,646+26.4% | $4,763+23.3% |
| Participant deferral / active EE | $21,636 | $7,183+201.2% | $6,843+216.2% | $5,983+261.6% |
| Admin fee / account holder | -$58 | $10,811-100.5% | $9,312-100.6% | $11,252-100.5% |