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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 | $451,870 | $157,304+187.3% | $141,197+220.0% | $152,909+195.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.33% | 64.34%-38.0pp | 71.41%-45.1pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,567 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $4,063 | $7,111-42.9% | $6,710-39.4% | $5,851-30.6% |
| Admin fee / account holder | $133 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |