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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 | $759,500 | $209,888+261.9% | $189,545+300.7% | $167,553+353.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.67% | 748.66%-736.0pp | 555.36%-542.7pp | 478.89%-466.2pp |
| Employer contribution / active EE | $11,710 | $6,915+69.3% | $6,162+90.0% | $4,840+142.0% |
| Participant deferral / active EE | $13,978 | $8,934+56.5% | $8,220+70.0% | $6,343+120.4% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |