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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 | $316,920 | $198,461+59.7% | $170,436+85.9% | $147,585+114.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.86% | 257.30%-227.4pp | 205.94%-176.1pp | 578.57%-548.7pp |
| Employer contribution / active EE | $12,960 | $6,184+109.6% | $5,433+138.6% | $4,876+165.8% |
| Participant deferral / active EE | $35,040 | $5,629+522.4% | $4,939+609.4% | $5,439+544.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |