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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 | $364,203 | $96,338+278.0% | $80,589+351.9% | $139,427+161.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 1350.43%-1328.8pp | 935.83%-914.2pp | 373.27%-351.7pp |
| Employer contribution / active EE | $6,745 | $3,263+106.7% | $2,724+147.6% | $4,752+41.9% |
| Participant deferral / active EE | $12,600 | $5,234+140.7% | $4,449+183.2% | $6,711+87.8% |
| Admin fee / account holder | $8 | $6,600-99.9% | $5,379-99.9% | $11,404-99.9% |