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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 | $408,144 | $148,623+174.6% | $135,974+200.2% | $139,466+192.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.42% | 79.30%-49.9pp | 68.30%-38.9pp | 373.66%-344.2pp |
| Employer contribution / active EE | $9,864 | $5,246+88.0% | $4,859+103.0% | $4,754+107.5% |
| Participant deferral / active EE | $24,300 | $8,103+199.9% | $7,760+213.1% | $6,712+262.0% |
| Admin fee / account holder | $222 | $12,406-98.2% | $10,767-97.9% | $11,409-98.1% |