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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 | $502,258 | $110,039+356.4% | $97,260+416.4% | $145,884+244.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.70% | 244.44%-232.7pp | 75.54%-63.8pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,477 | $3,074-19.4% | $2,721-9.0% | $4,662-46.9% |
| Participant deferral / active EE | $21,067 | $4,674+350.7% | $4,262+394.3% | $6,690+214.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |