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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 | $350,653 | $107,363+226.6% | $92,909+277.4% | $152,897+129.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.99% | 145.63%-131.6pp | 109.44%-95.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $14,103 | $4,222+234.0% | $3,653+286.0% | $4,764+196.1% |
| Participant deferral / active EE | $12,004 | $4,848+147.6% | $4,238+183.3% | $5,851+105.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |