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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 | $735,953 | $154,209+377.2% | $130,062+465.8% | $139,487+427.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 329.40% | 32.52%+296.9pp | -137.37%+466.8pp | 373.84%-44.4pp |
| Employer contribution / active EE | $9,750 | $5,292+84.2% | $4,322+125.6% | $4,755+105.1% |
| Participant deferral / active EE | $16,433 | $6,709+144.9% | $5,821+182.3% | $6,713+144.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |