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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 | $368,054 | $198,462+85.5% | $170,439+115.9% | $147,585+149.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.22% | 257.30%-242.1pp | 205.94%-190.7pp | 578.58%-563.4pp |
| Employer contribution / active EE | $7,828 | $6,184+26.6% | $5,433+44.1% | $4,876+60.5% |
| Participant deferral / active EE | $8,647 | $5,629+53.6% | $4,939+75.1% | $5,439+59.0% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |