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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 | $288,408 | $166,242+73.5% | $165,071+74.7% | $145,884+97.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.63% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $27,560 | $5,283+421.7% | $4,347+533.9% | $4,662+491.1% |
| Participant deferral / active EE | $13,636 | $6,964+95.8% | $6,035+125.9% | $6,690+103.8% |
| Admin fee / account holder | $76 | $16,658-99.5% | $12,695-99.4% | $13,392-99.4% |