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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 | $285,844 | $114,119+150.5% | $107,187+166.7% | $138,895+105.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.56% | 273.21%-252.6pp | 204.55%-184.0pp | 145.39%-124.8pp |
| Employer contribution / active EE | $9,205 | $4,059+126.8% | $3,782+143.4% | $4,194+119.5% |
| Participant deferral / active EE | $6,587 | $5,538+18.9% | $5,096+29.3% | $6,396+3.0% |
| Admin fee / account holder | $40 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |