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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 | $347,196 | $138,076+151.5% | $123,553+181.0% | $135,380+156.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.26% | 153.70%-148.4pp | 119.21%-113.9pp | 519.81%-514.5pp |
| Employer contribution / active EE | $10,621 | $5,152+106.2% | $4,628+129.5% | $4,779+122.2% |
| Participant deferral / active EE | $18,064 | $6,800+165.7% | $6,426+181.1% | $5,609+222.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |