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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 | $330,071 | $173,526+90.2% | $136,072+142.6% | $145,884+126.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.4%+6.9pp | 80.3%+3.0pp |
| Annual return | 17.84% | 1167.12%-1149.3pp | 580.46%-562.6pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,738 | $5,285+46.4% | $4,216+83.5% | $4,662+66.0% |
| Participant deferral / active EE | $21,508 | $8,711+146.9% | $7,028+206.0% | $6,690+221.5% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |