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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 | $253,486 | $183,988+37.8% | $162,177+56.3% | $152,897+65.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 35.30% | 150.79%-115.5pp | 115.60%-80.3pp | 345.43%-310.1pp |
| Employer contribution / active EE | $3,455 | $6,370-45.8% | $5,613-38.5% | $4,764-27.5% |
| Participant deferral / active EE | $11,455 | $8,032+42.6% | $7,297+57.0% | $5,851+95.8% |
| Admin fee / account holder | $119 | $13,123-99.1% | $10,843-98.9% | $11,599-99.0% |