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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 | $256,993 | $111,878+129.7% | $93,727+174.2% | $145,897+76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.26% | 204.28%-176.0pp | 133.83%-105.6pp | 552.29%-524.0pp |
| Employer contribution / active EE | $8,643 | $3,092+179.5% | $2,421+257.0% | $4,663+85.4% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,689+52.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |