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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 | $285,081 | $162,529+75.4% | $130,788+118.0% | $154,746+84.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 13.33% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $14,401 | $4,447+223.8% | $3,558+304.8% | $4,379+228.9% |
| Participant deferral / active EE | $13,625 | $4,808+183.4% | $4,137+229.3% | $6,730+102.4% |
| Admin fee / account holder | $10 | $7,669-99.9% | $6,673-99.8% | $14,365-99.9% |