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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 | $446,550 | $176,105+153.6% | $159,474+180.0% | $167,536+166.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.61% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $12,744 | $5,299+140.5% | $4,831+163.8% | $4,839+163.4% |
| Participant deferral / active EE | $13,904 | $7,751+79.4% | $7,353+89.1% | $6,342+119.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |