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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 | $331,276 | $175,231+89.1% | $149,696+121.3% | $139,466+137.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.98% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $14,324 | $5,478+161.5% | $4,821+197.1% | $4,754+201.3% |
| Participant deferral / active EE | $14,300 | $6,521+119.3% | $5,682+151.7% | $6,712+113.0% |
| Admin fee / account holder | $172 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |