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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 | $319,221 | $112,121+184.7% | $95,960+232.7% | $158,966+100.8% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 13.27% | 171.16%-157.9pp | 91.63%-78.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,111 | $3,199-65.3% | $2,541-56.3% | $4,762-76.7% |
| Participant deferral / active EE | $6,960 | $4,784+45.5% | $4,167+67.0% | $5,983+16.3% |
| Admin fee / account holder | $8 | $10,135-99.9% | $6,797-99.9% | $11,250-99.9% |