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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 | $513,210 | $154,159+232.9% | $130,026+294.7% | $139,456+268.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 20.25% | 32.50%-12.3pp | -137.26%+157.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $9,499 | $5,292+79.5% | $4,321+119.8% | $4,753+99.9% |
| Participant deferral / active EE | $20,088 | $6,710+199.4% | $5,821+245.1% | $6,711+199.3% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |