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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 | $276,059 | $150,447+83.5% | $136,298+102.5% | $147,586+87.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.02% | 1049.15%-1030.1pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $16,468 | $5,256+213.3% | $4,696+250.7% | $4,876+237.7% |
| Participant deferral / active EE | $14,191 | $6,631+114.0% | $6,247+127.1% | $5,439+160.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |