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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 | $408,351 | $217,432+87.8% | $185,851+119.7% | $167,553+143.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.11% | 148.43%-128.3pp | 122.11%-102.0pp | 478.89%-458.8pp |
| Employer contribution / active EE | $14,596 | $5,874+148.5% | $5,168+182.4% | $4,840+201.6% |
| Participant deferral / active EE | $10,322 | $6,357+62.4% | $5,569+85.4% | $6,343+62.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |