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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 | $341,932 | $176,402+93.8% | $134,162+154.9% | $158,982+115.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.95% | 63.66%-58.7pp | 36.35%-31.4pp | 302.99%-298.0pp |
| Employer contribution / active EE | $18,752 | $5,042+271.9% | $3,705+406.1% | $4,763+293.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33 | $8,719-99.6% | $6,685-99.5% | $11,252-99.7% |