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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 | $332,986 | $157,276+111.7% | $141,177+135.9% | $152,885+117.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.67% | 64.33%-42.7pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $12,160 | $5,262+131.1% | $4,736+156.8% | $4,763+155.3% |
| Participant deferral / active EE | $12,440 | $7,110+75.0% | $6,710+85.4% | $5,851+112.6% |
| Admin fee / account holder | $4 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |