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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 | $362,661 | $132,634+173.4% | $115,768+213.3% | $137,256+164.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.65% | 160.70%-147.0pp | 100.46%-86.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $9,572 | $3,360+184.9% | $2,940+225.6% | $4,156+130.3% |
| Participant deferral / active EE | $12,214 | $5,619+117.4% | $4,917+148.4% | $6,407+90.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |