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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 | $375,345 | $185,883+101.9% | $170,043+120.7% | $139,466+169.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.83% | 60.54%-44.7pp | 53.40%-37.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $4,386 | $7,596-42.3% | $6,790-35.4% | $4,754-7.7% |
| Participant deferral / active EE | $11,318 | $11,626-2.6% | $10,410+8.7% | $6,712+68.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |