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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 | $406,112 | $185,905+118.5% | $170,057+138.8% | $139,487+191.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.93% | 60.56%-30.6pp | 53.42%-23.5pp | 373.84%-343.9pp |
| Employer contribution / active EE | $21,087 | $7,597+177.6% | $6,790+210.5% | $4,755+343.5% |
| Participant deferral / active EE | $23,200 | $11,627+99.5% | $10,411+122.8% | $6,713+245.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |