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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 | $656,634 | $202,342+224.5% | $172,753+280.1% | $152,909+329.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.61% | 1029.88%-1007.3pp | 803.00%-780.4pp | 345.46%-322.9pp |
| Employer contribution / active EE | $7,086 | $5,857+21.0% | $5,144+37.8% | $4,764+48.7% |
| Participant deferral / active EE | $4,114 | $5,948-30.8% | $5,198-20.8% | $5,851-29.7% |
| Admin fee / account holder | $21 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |