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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 | $380,049 | $68,097+458.1% | $62,929+503.9% | $137,256+176.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 12.86% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $464 | $2,811-83.5% | $2,505-81.5% | $4,156-88.8% |
| Participant deferral / active EE | $1,300 | $4,553-71.4% | $3,888-66.6% | $6,407-79.7% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |