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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 | $265,955 | $100,911+163.6% | $90,440+194.1% | $158,966+67.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.27% | 1726.62%-1710.4pp | 1294.38%-1278.1pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,433 | $3,690-34.1% | $3,263-25.4% | $4,762-48.9% |
| Participant deferral / active EE | $6,067 | $4,348+39.5% | $3,964+53.1% | $5,983+1.4% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |