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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 | $686,905 | $172,111+299.1% | $150,298+357.0% | $137,256+400.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 109.45% | 69.37%+40.1pp | 62.79%+46.7pp | 220.34%-110.9pp |
| Employer contribution / active EE | $1,789 | $4,636-61.4% | $4,154-56.9% | $4,156-57.0% |
| Participant deferral / active EE | $9,597 | $6,166+55.7% | $5,453+76.0% | $6,407+49.8% |
| Admin fee / account holder | $100 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |