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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 | $422,504 | $217,432+94.3% | $185,849+127.3% | $167,536+152.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.99% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $21,321 | $5,875+262.9% | $5,169+312.5% | $4,839+340.6% |
| Participant deferral / active EE | $30,333 | $6,357+377.1% | $5,569+444.7% | $6,342+378.3% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |