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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 | $321,628 | $111,787+187.7% | $93,681+243.3% | $145,978+120.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.26% | 203.52%-189.3pp | 133.47%-119.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $17,820 | $3,093+476.0% | $2,422+635.7% | $4,662+282.2% |
| Participant deferral / active EE | $11,336 | $4,918+130.5% | $4,415+156.7% | $6,690+69.5% |
| Admin fee / account holder | $72 | $10,256-99.3% | $8,290-99.1% | $13,400-99.5% |