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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 | $289,426 | $176,120+64.3% | $159,487+81.5% | $167,553+72.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.89% | 331.95%-315.1pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $8,063 | $5,299+52.1% | $4,831+66.9% | $4,840+66.6% |
| Participant deferral / active EE | $12,063 | $7,752+55.6% | $7,354+64.0% | $6,343+90.2% |
| Admin fee / account holder | $149 | $12,561-98.8% | $10,804-98.6% | $12,316-98.8% |