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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 | $292,677 | $169,161+73.0% | $129,295+126.4% | $145,959+100.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.43% | 14348.07%-14335.6pp | 9429.28%-9416.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $15,333 | $5,543+176.6% | $4,157+268.9% | $4,661+229.0% |
| Participant deferral / active EE | $9,462 | $4,989+89.6% | $4,169+127.0% | $6,689+41.5% |
| Admin fee / account holder | $143 | $9,878-98.6% | $7,665-98.1% | $13,398-98.9% |