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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 | $414,946 | $108,882+281.1% | $96,754+328.9% | $154,746+168.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.71% | 98.39%-87.7pp | 82.04%-71.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,074 | $3,018-31.3% | $2,679-22.6% | $4,379-52.6% |
| Participant deferral / active EE | $12,117 | $5,323+127.7% | $4,758+154.7% | $6,730+80.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |