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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 | $455,263 | $183,539+148.0% | $155,556+192.7% | $145,897+212.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.80% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $13,527 | $5,315+154.5% | $4,675+189.3% | $4,663+190.1% |
| Participant deferral / active EE | $15,394 | $6,467+138.0% | $5,631+173.4% | $6,689+130.1% |
| Admin fee / account holder | $47 | $19,275-99.8% | $15,885-99.7% | $13,390-99.6% |