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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 | $312,261 | $160,070+95.1% | $147,117+112.3% | $145,897+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,970 | $5,285-62.7% | $4,932-60.1% | $4,663-57.7% |
| Participant deferral / active EE | $6,416 | $8,419-23.8% | $8,065-20.4% | $6,689-4.1% |
| Admin fee / account holder | $130 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |