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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 | $770,921 | $183,988+319.0% | $162,177+375.4% | $152,897+404.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.55% | 150.79%-129.2pp | 115.60%-94.1pp | 345.43%-323.9pp |
| Employer contribution / active EE | $9,724 | $6,370+52.6% | $5,613+73.2% | $4,764+104.1% |
| Participant deferral / active EE | $8,396 | $8,032+4.5% | $7,297+15.1% | $5,851+43.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |