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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 | $376,923 | $183,988+104.9% | $162,177+132.4% | $152,897+146.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.75% | 150.79%-127.0pp | 115.60%-91.9pp | 345.43%-321.7pp |
| Employer contribution / active EE | $28,379 | $6,370+345.5% | $5,613+405.6% | $4,764+495.8% |
| Participant deferral / active EE | $15,642 | $8,032+94.7% | $7,297+114.4% | $5,851+167.3% |
| Admin fee / account holder | $34 | $13,123-99.7% | $10,843-99.7% | $11,599-99.7% |