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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 | $255,524 | $197,637+29.3% | $177,848+43.7% | $158,982+60.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.24% | 58.77%-40.5pp | 48.33%-30.1pp | 302.99%-284.7pp |
| Employer contribution / active EE | $15,786 | $6,698+135.7% | $5,919+166.7% | $4,763+231.4% |
| Participant deferral / active EE | $10,013 | $8,405+19.1% | $7,714+29.8% | $5,983+67.3% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |