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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 | $438,127 | $165,381+164.9% | $149,730+192.6% | $158,966+175.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.84% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $4,248 | $5,104-16.8% | $4,645-8.6% | $4,762-10.8% |
| Participant deferral / active EE | $4,700 | $7,182-34.6% | $6,843-31.3% | $5,983-21.4% |
| Admin fee / account holder | $115 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |