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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 | $571,282 | $142,354+301.3% | $125,529+355.1% | $155,188+268.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.49% | 306.06%-292.6pp | 202.56%-189.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $14,785 | $3,501+322.3% | $3,058+383.6% | $4,248+248.1% |
| Participant deferral / active EE | $8,563 | $5,491+55.9% | $4,813+77.9% | $6,531+31.1% |
| Admin fee / account holder | $10 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |