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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 | $263,382 | $185,883+41.7% | $170,043+54.9% | $139,466+88.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.59% | 60.54%-46.0pp | 53.40%-38.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $7,066 | $7,596-7.0% | $6,790+4.1% | $4,754+48.6% |
| Participant deferral / active EE | $9,063 | $11,626-22.0% | $10,410-12.9% | $6,712+35.0% |
| Admin fee / account holder | $21 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |