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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 | $316,945 | $176,077+80.0% | $159,455+98.8% | $167,518+89.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 331.83%-319.1pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $4,811 | $5,298-9.2% | $4,830-0.4% | $4,838-0.6% |
| Participant deferral / active EE | $11,219 | $7,751+44.7% | $7,353+52.6% | $6,342+76.9% |
| Admin fee / account holder | $75 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |