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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 | $308,351 | $148,623+107.5% | $135,974+126.8% | $139,466+121.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $16,399 | $5,246+212.6% | $4,859+237.5% | $4,754+244.9% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |