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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 | $256,447 | $118,708+116.0% | $98,920+159.2% | $158,966+61.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.28% | 372.49%-363.2pp | 196.47%-187.2pp | 302.95%-293.7pp |
| Employer contribution / active EE | $2,399 | $3,334-28.0% | $2,689-10.8% | $4,762-49.6% |
| Participant deferral / active EE | $5,435 | $5,089+6.8% | $4,245+28.0% | $5,983-9.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |