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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 | $861,287 | $100,911+753.5% | $90,440+852.3% | $158,966+441.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.10% | 1726.62%-1712.5pp | 1294.38%-1280.3pp | 302.95%-288.9pp |
| Employer contribution / active EE | $20,511 | $3,690+455.8% | $3,263+528.6% | $4,762+330.7% |
| Participant deferral / active EE | $20,854 | $4,348+379.6% | $3,964+426.1% | $5,983+248.5% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |