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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 | $504,704 | $150,447+235.5% | $136,298+270.3% | $147,586+242.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.01% | 1049.15%-1037.1pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $17,841 | $5,256+239.4% | $4,696+280.0% | $4,876+265.9% |
| Participant deferral / active EE | $9,709 | $6,631+46.4% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $58 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |