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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 | $1,050,757 | $102,638+923.7% | $81,982+1181.7% | $158,982+560.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 192.19% | 61.05%+131.1pp | 41.31%+150.9pp | 302.99%-110.8pp |
| Employer contribution / active EE | $26,140 | $3,241+706.5% | $2,498+946.3% | $4,763+448.8% |
| Participant deferral / active EE | $7,571 | $4,649+62.9% | $3,722+103.4% | $5,983+26.5% |
| Admin fee / account holder | $5 | $8,237-99.9% | $5,665-99.9% | $11,252-100.0% |