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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 | $389,372 | $198,457+96.2% | $170,435+128.5% | $147,586+163.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 25.17% | 257.30%-232.1pp | 205.94%-180.8pp | 578.59%-553.4pp |
| Employer contribution / active EE | $11,858 | $6,183+91.8% | $5,432+118.3% | $4,876+143.2% |
| Participant deferral / active EE | $7,404 | $5,629+31.5% | $4,939+49.9% | $5,439+36.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |