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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 | $444,199 | $171,492+159.0% | $150,734+194.7% | $198,609+123.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 19.14% | 804.70%-785.6pp | 600.81%-581.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $15,317 | $5,470+180.0% | $4,918+211.4% | $5,055+203.0% |
| Participant deferral / active EE | $9,000 | $6,259+43.8% | $5,610+60.4% | $6,977+29.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |