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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 | $264,924 | $149,040+77.8% | $120,225+120.4% | $137,256+93.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.31% | 605.68%-588.4pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $15,919 | $4,350+265.9% | $3,475+358.0% | $4,156+283.0% |
| Participant deferral / active EE | $9,757 | $4,655+109.6% | $3,999+144.0% | $6,407+52.3% |
| Admin fee / account holder | $58 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |