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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 | $315,000 | $171,865+83.3% | $149,718+110.4% | $147,585+113.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.53% | 2113.29%-2098.8pp | 1501.67%-1487.1pp | 578.56%-564.0pp |
| Employer contribution / active EE | $15,365 | $6,275+144.9% | $5,445+182.2% | $4,876+215.1% |
| Participant deferral / active EE | $5,375 | $7,270-26.1% | $6,569-18.2% | $5,439-1.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |