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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 | $460,114 | $185,883+147.5% | $170,043+170.6% | $139,466+229.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.34% | 60.54%-33.2pp | 53.40%-26.1pp | 373.66%-346.3pp |
| Employer contribution / active EE | $24,750 | $7,596+225.8% | $6,790+264.5% | $4,754+420.6% |
| Participant deferral / active EE | $15,108 | $11,626+29.9% | $10,410+45.1% | $6,712+125.1% |
| Admin fee / account holder | $293 | $15,393-98.1% | $12,824-97.7% | $11,409-97.4% |