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 | $872,476 | $198,456+339.6% | $170,435+411.9% | $147,587+491.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 257.54% | 257.31%+0.2pp | 205.94%+51.6pp | 578.60%-321.1pp |
| Employer contribution / active EE | $14,941 | $6,183+141.6% | $5,432+175.0% | $4,876+206.4% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |