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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 | $456,294 | $99,011+360.9% | $86,582+427.0% | $147,586+209.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.03% | 1312.75%-1297.7pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $15,528 | $3,132+395.8% | $2,839+446.9% | $4,876+218.4% |
| Participant deferral / active EE | $11,158 | $3,972+180.9% | $3,609+209.2% | $5,439+105.2% |
| Admin fee / account holder | $52 | $5,709-99.1% | $4,904-98.9% | $10,886-99.5% |