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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 | $376,372 | $201,259+87.0% | $184,200+104.3% | $145,959+157.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.95% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $14,432 | $7,018+105.6% | $6,424+124.7% | $4,661+209.7% |
| Participant deferral / active EE | $18,133 | $9,806+84.9% | $9,132+98.6% | $6,689+171.1% |
| Admin fee / account holder | $224 | $16,372-98.6% | $13,907-98.4% | $13,398-98.3% |