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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 | $256,058 | $185,905+37.7% | $170,057+50.6% | $139,487+83.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.64% | 60.56%-45.9pp | 53.42%-38.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $18,139 | $7,597+138.8% | $6,790+167.1% | $4,755+281.5% |
| Participant deferral / active EE | $11,875 | $11,627+2.1% | $10,411+14.1% | $6,713+76.9% |
| Admin fee / account holder | $115 | $15,397-99.3% | $12,826-99.1% | $11,407-99.0% |