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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 | $267,843 | $106,005+152.7% | $92,239+190.4% | $147,585+81.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.24% | 50.05%-35.8pp | 176.29%-162.1pp | 578.58%-564.3pp |
| Employer contribution / active EE | $11,316 | $4,333+161.1% | $3,680+207.5% | $4,876+132.0% |
| Participant deferral / active EE | $13,952 | $4,478+211.5% | $3,897+258.0% | $5,439+156.5% |
| Admin fee / account holder | $49 | $6,333-99.2% | $5,194-99.1% | $10,886-99.5% |