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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 | $440,533 | $154,754+184.7% | $124,206+254.7% | $138,895+217.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.30% | 709.28%-690.0pp | 515.27%-496.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $16,698 | $4,446+275.6% | $3,540+371.7% | $4,194+298.1% |
| Participant deferral / active EE | $13,678 | $4,621+196.0% | $3,968+244.7% | $6,396+113.8% |
| Admin fee / account holder | $26 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |