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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 | $295,022 | $180,462+63.5% | $154,111+91.4% | $135,379+117.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.00% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $7,821 | $6,036+29.6% | $5,298+47.6% | $4,779+63.6% |
| Participant deferral / active EE | $3,614 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $21 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |