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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 | $311,179 | $150,446+106.8% | $136,297+128.3% | $147,585+110.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 86.73% | 1049.14%-962.4pp | 5156.19%-5069.5pp | 578.58%-491.9pp |
| Employer contribution / active EE | $7,378 | $5,256+40.4% | $4,696+57.1% | $4,876+51.3% |
| Participant deferral / active EE | $15,505 | $6,631+133.8% | $6,247+148.2% | $5,439+185.1% |
| Admin fee / account holder | $24 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |