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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 | $337,502 | $209,336+61.2% | $197,124+71.2% | $137,256+145.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.31% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $20,179 | $6,591+206.2% | $6,227+224.0% | $4,156+385.5% |
| Participant deferral / active EE | $14,313 | $9,614+48.9% | $9,135+56.7% | $6,407+123.4% |
| Admin fee / account holder | $211 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |