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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 | $333,806 | $97,729+241.6% | $83,830+298.2% | $135,379+146.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.06% | 1287.52%-1286.5pp | 850.97%-849.9pp | 519.79%-518.7pp |
| Employer contribution / active EE | $22,903 | $4,222+442.5% | $3,631+530.8% | $4,779+379.3% |
| Participant deferral / active EE | $9,496 | $4,683+102.8% | $4,082+132.6% | $5,609+69.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |