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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 | $366,963 | $160,040+129.3% | $147,096+149.5% | $145,877+151.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,375 | $5,289-36.2% | $4,936-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $3,375 | $8,429-60.0% | $8,071-58.2% | $6,691-49.6% |
| Admin fee / account holder | $170 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |