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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 | $574,633 | $159,934+259.3% | $147,005+290.9% | $145,959+293.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 591.86% | 98.24%+493.6pp | 418.76%+173.1pp | 561.95%+29.9pp |
| Employer contribution / active EE | $11,785 | $5,287+122.9% | $4,934+138.8% | $4,661+152.8% |
| Participant deferral / active EE | $9,809 | $8,427+16.4% | $8,070+21.6% | $6,689+46.7% |
| Admin fee / account holder | $8 | $15,053-100.0% | $13,006-99.9% | $13,398-99.9% |