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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 | $541,178 | $106,008+410.5% | $92,240+486.7% | $147,586+266.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $16,412 | $4,333+278.7% | $3,680+346.0% | $4,876+236.6% |
| Participant deferral / active EE | $21,035 | $4,478+369.7% | $3,897+439.8% | $5,439+286.8% |
| Admin fee / account holder | $160 | $6,333-97.5% | $5,194-96.9% | $10,886-98.5% |