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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 | $362,219 | $115,917+212.5% | $100,535+260.3% | $158,982+127.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.38% | 34.80%-16.4pp | 30.90%-12.5pp | 302.99%-284.6pp |
| Employer contribution / active EE | $11,607 | $4,105+182.7% | $3,419+239.5% | $4,763+143.7% |
| Participant deferral / active EE | $11,450 | $6,677+71.5% | $6,271+82.6% | $5,983+91.4% |
| Admin fee / account holder | $114 | $11,002-99.0% | $8,085-98.6% | $11,252-99.0% |