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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 | $607,978 | $175,259+246.9% | $149,723+306.1% | $139,487+335.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $9,261 | $5,478+69.0% | $4,821+92.1% | $4,755+94.8% |
| Participant deferral / active EE | $9,514 | $6,522+45.9% | $5,682+67.4% | $6,713+41.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |