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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 | $250,609 | $171,492+46.1% | $150,734+66.3% | $198,609+26.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.27% | 804.70%-799.4pp | 600.81%-595.5pp | 202.70%-197.4pp |
| Employer contribution / active EE | $67,259 | $5,470+1129.6% | $4,918+1267.6% | $5,055+1230.4% |
| Participant deferral / active EE | $57,150 | $6,259+813.1% | $5,610+918.8% | $6,977+719.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |