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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 | $274,457 | $160,070+71.5% | $147,117+86.6% | $145,897+88.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.81% | 98.69%-76.9pp | 420.54%-398.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $2,574 | $5,285-51.3% | $4,932-47.8% | $4,663-44.8% |
| Participant deferral / active EE | $6,171 | $8,419-26.7% | $8,065-23.5% | $6,689-7.8% |
| Admin fee / account holder | $87 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |