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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 | $371,342 | $159,934+132.2% | $147,005+152.6% | $145,959+154.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.24%-87.0pp | 418.76%-407.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $21,203 | $5,287+301.0% | $4,934+329.7% | $4,661+354.9% |
| Participant deferral / active EE | $7,212 | $8,427-14.4% | $8,070-10.6% | $6,689+7.8% |
| Admin fee / account holder | $64 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |