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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 | $285,276 | $109,872+159.6% | $98,483+189.7% | $167,536+70.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.08% | 1959.31%-1942.2pp | 1494.38%-1477.3pp | 478.82%-461.7pp |
| Employer contribution / active EE | $21,759 | $3,225+574.7% | $2,961+634.9% | $4,839+349.6% |
| Participant deferral / active EE | $14,650 | $4,673+213.5% | $4,276+242.6% | $6,342+131.0% |
| Admin fee / account holder | $41 | $6,757-99.4% | $5,953-99.3% | $12,315-99.7% |