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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 | $883,999 | $148,629+494.8% | $135,982+550.1% | $139,487+533.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.61% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $11,298 | $5,247+115.4% | $4,859+132.5% | $4,755+137.6% |
| Participant deferral / active EE | $13,519 | $8,102+66.8% | $7,760+74.2% | $6,713+101.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |