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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 | $261,830 | $180,749+44.9% | $160,784+62.8% | $137,256+90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.30% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,789 | $4,155+63.4% | $3,733+81.9% | $4,156+63.4% |
| Participant deferral / active EE | $14,445 | $6,844+111.1% | $6,293+129.5% | $6,407+125.5% |
| Admin fee / account holder | $84 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |