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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 | $346,410 | $180,749+91.7% | $160,784+115.5% | $137,256+152.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.77% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,880 | $4,155-30.7% | $3,733-22.8% | $4,156-30.7% |
| Participant deferral / active EE | $26,000 | $6,844+279.9% | $6,293+313.2% | $6,407+305.8% |
| Admin fee / account holder | $171 | $10,397-98.4% | $9,717-98.2% | $12,270-98.6% |