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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 | $306,455 | $198,457+54.4% | $170,435+79.8% | $147,586+107.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.21% | 257.30%-238.1pp | 205.94%-186.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,680 | $6,183-24.3% | $5,432-13.8% | $4,876-4.0% |
| Participant deferral / active EE | $13,000 | $5,629+130.9% | $4,939+163.2% | $5,439+139.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |