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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 | $278,210 | $148,629+87.2% | $135,982+104.6% | $139,487+99.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.34% | 79.33%-63.0pp | 68.32%-52.0pp | 373.84%-357.5pp |
| Employer contribution / active EE | $3,840 | $5,247-26.8% | $4,859-21.0% | $4,755-19.2% |
| Participant deferral / active EE | $19,238 | $8,102+137.4% | $7,760+147.9% | $6,713+186.6% |
| Admin fee / account holder | $28 | $12,406-99.8% | $10,767-99.7% | $11,407-99.8% |