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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 | $373,928 | $183,988+103.2% | $162,177+130.6% | $152,897+144.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.40% | 150.79%-127.4pp | 115.60%-92.2pp | 345.43%-322.0pp |
| Employer contribution / active EE | $22,465 | $6,370+252.7% | $5,613+300.2% | $4,764+371.6% |
| Participant deferral / active EE | $15,300 | $8,032+90.5% | $7,297+109.7% | $5,851+161.5% |
| Admin fee / account holder | $27 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |