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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 | $432,551 | $209,405+106.6% | $178,486+142.3% | $158,931+172.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.55% | 188.77%-163.2pp | 151.08%-125.5pp | 302.86%-277.3pp |
| Employer contribution / active EE | $19,609 | $5,707+243.6% | $5,011+291.3% | $4,761+311.8% |
| Participant deferral / active EE | $13,475 | $5,954+126.3% | $5,202+159.0% | $5,982+125.2% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |