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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 | $338,551 | $197,637+71.3% | $177,848+90.4% | $158,982+112.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.99% | 58.77%-46.8pp | 48.33%-36.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $13,680 | $6,698+104.2% | $5,919+131.1% | $4,763+187.2% |
| Participant deferral / active EE | $9,185 | $8,405+9.3% | $7,714+19.1% | $5,983+53.5% |
| Admin fee / account holder | $14 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |