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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 | $771,999 | $175,231+340.6% | $149,696+415.7% | $139,466+453.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.30% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $2,302 | $5,478-58.0% | $4,821-52.2% | $4,754-51.6% |
| Participant deferral / active EE | $18,300 | $6,521+180.6% | $5,682+222.1% | $6,712+172.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |