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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 | $363,306 | $165,351+119.7% | $149,710+142.7% | $158,931+128.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.19%-331.2pp | 276.63%-259.6pp | 302.86%-285.8pp |
| Employer contribution / active EE | $24,825 | $5,103+386.5% | $4,645+434.5% | $4,761+421.4% |
| Participant deferral / active EE | $12,500 | $7,181+74.1% | $6,842+82.7% | $5,982+108.9% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,247-99.9% |