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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 | $298,153 | $133,981+122.5% | $112,249+165.6% | $134,532+121.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.58% | 47.16%-44.6pp | 27.48%-24.9pp | 418.27%-415.7pp |
| Employer contribution / active EE | $10,367 | $4,040+156.6% | $3,636+185.1% | $4,741+118.7% |
| Participant deferral / active EE | $7,790 | $5,292+47.2% | $4,729+64.7% | $6,401+21.7% |
| Admin fee / account holder | $236 | $7,492-96.9% | $6,412-96.3% | $11,429-97.9% |