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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 | $631,388 | $171,867+267.4% | $149,721+321.7% | $147,586+327.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.73% | 2113.36%-2079.6pp | 1501.67%-1467.9pp | 578.59%-544.9pp |
| Employer contribution / active EE | $27,734 | $6,275+342.0% | $5,444+409.4% | $4,876+468.7% |
| Participant deferral / active EE | $10,400 | $7,270+43.1% | $6,568+58.3% | $5,439+91.2% |
| Admin fee / account holder | $18 | $13,799-99.9% | $11,282-99.8% | $10,886-99.8% |