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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 | $575,213 | $100,938+469.9% | $90,461+535.9% | $158,982+261.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.87% | 1727.20%-1702.3pp | 1294.76%-1269.9pp | 302.99%-278.1pp |
| Employer contribution / active EE | $28,000 | $3,691+658.5% | $3,264+757.9% | $4,763+487.9% |
| Participant deferral / active EE | $9,900 | $4,350+127.6% | $3,964+149.7% | $5,983+65.5% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |