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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 | $433,752 | $109,905+294.7% | $98,506+340.3% | $167,553+158.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.60% | 1960.20%-1943.6pp | 1494.92%-1478.3pp | 478.89%-462.3pp |
| Employer contribution / active EE | $18,486 | $3,226+473.0% | $2,961+524.3% | $4,840+282.0% |
| Participant deferral / active EE | $11,983 | $4,674+156.4% | $4,277+180.2% | $6,343+88.9% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |