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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 | $463,479 | $100,938+359.2% | $90,461+412.4% | $158,982+191.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.52% | 1727.20%-1706.7pp | 1294.76%-1274.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $3,131 | $3,691-15.2% | $3,264-4.1% | $4,763-34.3% |
| Participant deferral / active EE | $10,304 | $4,350+136.9% | $3,964+159.9% | $5,983+72.2% |
| Admin fee / account holder | $17 | $6,510-99.7% | $5,617-99.7% | $11,252-99.9% |