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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 | $278,615 | $209,847+32.8% | $189,520+47.0% | $167,518+66.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 39.97% | 748.45%-708.5pp | 555.25%-515.3pp | 478.71%-438.7pp |
| Employer contribution / active EE | $12,678 | $6,913+83.4% | $6,161+105.8% | $4,838+162.0% |
| Participant deferral / active EE | $9,728 | $8,934+8.9% | $8,220+18.3% | $6,342+53.4% |
| Admin fee / account holder | $119 | $14,295-99.2% | $12,046-99.0% | $12,312-99.0% |