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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 | $750,441 | $171,867+336.6% | $149,721+401.2% | $147,586+408.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.03% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $13,053 | $6,275+108.0% | $5,444+139.8% | $4,876+167.7% |
| Participant deferral / active EE | $24,000 | $7,270+230.1% | $6,568+265.4% | $5,439+341.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |