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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 | $322,260 | $176,120+83.0% | $159,487+102.1% | $167,553+92.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.03% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $25,667 | $5,299+384.3% | $4,831+431.3% | $4,840+430.3% |
| Participant deferral / active EE | $19,600 | $7,752+152.8% | $7,354+166.5% | $6,343+209.0% |
| Admin fee / account holder | $58 | $12,561-99.5% | $10,804-99.5% | $12,316-99.5% |