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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 | $380,846 | $198,462+91.9% | $170,439+123.5% | $147,585+158.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.18% | 257.30%-235.1pp | 205.94%-183.8pp | 578.58%-556.4pp |
| Employer contribution / active EE | $9,339 | $6,184+51.0% | $5,433+71.9% | $4,876+91.5% |
| Participant deferral / active EE | $8,755 | $5,629+55.5% | $4,939+77.2% | $5,439+61.0% |
| Admin fee / account holder | -$47 | $16,852-100.3% | $13,881-100.3% | $10,886-100.4% |