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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 | $252,895 | $198,457+27.4% | $170,435+48.4% | $147,586+71.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.74% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $8,345 | $6,183+35.0% | $5,432+53.6% | $4,876+71.1% |
| Participant deferral / active EE | $8,607 | $5,629+52.9% | $4,939+74.2% | $5,439+58.2% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |