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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 | $296,044 | $176,402+67.8% | $134,162+120.7% | $158,966+86.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.68% | 63.66%-53.0pp | 36.35%-25.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $25,000 | $5,042+395.8% | $3,705+574.8% | $4,762+424.9% |
| Participant deferral / active EE | $17,333 | $4,093+323.5% | $3,500+395.3% | $5,983+189.7% |
| Admin fee / account holder | $70 | $8,719-99.2% | $6,685-99.0% | $11,250-99.4% |