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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 | $844,672 | $150,412+461.6% | $120,574+600.5% | $145,884+479.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 154.50%-140.4pp | 107.42%-93.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $20,644 | $4,355+374.1% | $3,471+494.8% | $4,662+342.8% |
| Participant deferral / active EE | $15,250 | $6,175+147.0% | $4,996+205.3% | $6,690+128.0% |
| Admin fee / account holder | $24 | $12,224-99.8% | $9,445-99.7% | $13,392-99.8% |