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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 | $317,673 | $165,381+92.1% | $149,730+112.2% | $158,966+99.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.96% | 348.29%-320.3pp | 276.70%-248.7pp | 302.95%-275.0pp |
| Employer contribution / active EE | $5,750 | $5,104+12.7% | $4,645+23.8% | $4,762+20.7% |
| Participant deferral / active EE | $25,667 | $7,182+257.4% | $6,843+275.1% | $5,983+329.0% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |