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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 | $401,577 | $150,447+166.9% | $136,298+194.6% | $147,586+172.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.83% | 1049.15%-1024.3pp | 5156.27%-5131.4pp | 578.59%-553.8pp |
| Employer contribution / active EE | $14,867 | $5,256+182.8% | $4,696+216.6% | $4,876+204.9% |
| Participant deferral / active EE | $12,384 | $6,631+86.8% | $6,247+98.2% | $5,439+127.7% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |