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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 | $771,041 | $160,070+381.7% | $147,117+424.1% | $145,897+428.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 20.36% | 98.69%-78.3pp | 420.54%-400.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $17,455 | $5,285+230.3% | $4,932+253.9% | $4,663+274.4% |
| Participant deferral / active EE | $11,205 | $8,419+33.1% | $8,065+38.9% | $6,689+67.5% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |