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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 | $526,587 | $217,427+142.2% | $185,837+183.4% | $167,518+214.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.58% | 148.39%-132.8pp | 122.08%-106.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $20,009 | $5,874+240.6% | $5,168+287.2% | $4,838+313.5% |
| Participant deferral / active EE | $9,533 | $6,357+50.0% | $5,568+71.2% | $6,342+50.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |