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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 | $160,070+259.0% | $147,117+290.6% | $145,897+293.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 591.86% | 98.69%+493.2pp | 420.54%+171.3pp | 552.29%+39.6pp |
| Employer contribution / active EE | $11,785 | $5,285+123.0% | $4,932+138.9% | $4,663+152.7% |
| Participant deferral / active EE | $9,809 | $8,419+16.5% | $8,065+21.6% | $6,689+46.6% |
| Admin fee / account holder | $8 | $15,035-100.0% | $12,993-99.9% | $13,390-99.9% |