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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 | $350,073 | $148,623+135.5% | $135,974+157.5% | $139,466+151.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.52% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $3,596 | $5,246-31.5% | $4,859-26.0% | $4,754-24.4% |
| Participant deferral / active EE | $9,900 | $8,103+22.2% | $7,760+27.6% | $6,712+47.5% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |