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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 | $327,482 | $157,304+108.2% | $141,197+131.9% | $152,909+114.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.21% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $11,279 | $5,263+114.3% | $4,736+138.1% | $4,764+136.8% |
| Participant deferral / active EE | $6,843 | $7,111-3.8% | $6,710+2.0% | $5,851+16.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |