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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 | $448,757 | $150,447+198.3% | $136,298+229.2% | $147,586+204.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.88% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $12,578 | $5,256+139.3% | $4,696+167.9% | $4,876+157.9% |
| Participant deferral / active EE | $7,600 | $6,631+14.6% | $6,247+21.7% | $5,439+39.7% |
| Admin fee / account holder | $38 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |