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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 | $419,220 | $171,867+143.9% | $149,721+180.0% | $147,586+184.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.11% | 2113.36%-2094.2pp | 1501.67%-1482.6pp | 578.59%-559.5pp |
| Employer contribution / active EE | $13,263 | $6,275+111.4% | $5,444+143.6% | $4,876+172.0% |
| Participant deferral / active EE | $13,750 | $7,270+89.1% | $6,568+109.3% | $5,439+152.8% |
| Admin fee / account holder | $105 | $13,799-99.2% | $11,282-99.1% | $10,886-99.0% |