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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 | $900,620 | $176,105+411.4% | $159,474+464.7% | $167,536+437.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 78.56% | 331.91%-253.3pp | 263.68%-185.1pp | 478.82%-400.3pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $23,833 | $7,751+207.5% | $7,353+224.1% | $6,342+275.8% |
| Admin fee / account holder | $51 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |