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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 | $252,469 | $160,059+57.7% | $140,019+80.3% | $135,380+86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.53% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $6,256 | $6,420-2.5% | $5,605+11.6% | $4,779+30.9% |
| Participant deferral / active EE | $13,618 | $7,641+78.2% | $6,927+96.6% | $5,609+142.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |