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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 | $343,135 | $167,533+104.8% | $151,645+126.3% | $134,545+155.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1811.15% | 7.81%+1803.3pp | 3.34%+1807.8pp | 418.37%+1392.8pp |
| Employer contribution / active EE | $1,653 | $6,828-75.8% | $6,165-73.2% | $4,742-65.1% |
| Participant deferral / active EE | $7,727 | $8,985-14.0% | $8,363-7.6% | $6,401+20.7% |
| Admin fee / account holder | $19 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |