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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 | $820,839 | $202,342+305.7% | $172,753+375.2% | $152,909+436.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 108.35% | 1029.88%-921.5pp | 803.00%-694.6pp | 345.46%-237.1pp |
| Employer contribution / active EE | $10,517 | $5,857+79.6% | $5,144+104.5% | $4,764+120.8% |
| Participant deferral / active EE | $9,438 | $5,948+58.7% | $5,198+81.6% | $5,851+61.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |