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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 | $345,932 | $184,000+88.0% | $162,185+113.3% | $152,909+126.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.48% | 150.80%-127.3pp | 115.61%-92.1pp | 345.46%-322.0pp |
| Employer contribution / active EE | $9,411 | $6,370+47.7% | $5,613+67.7% | $4,764+97.6% |
| Participant deferral / active EE | $11,338 | $8,033+41.2% | $7,297+55.4% | $5,851+93.8% |
| Admin fee / account holder | $26 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |