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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 | $285,276 | $150,445+89.6% | $136,297+109.3% | $147,585+93.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1049.14%-1031.8pp | 5156.16%-5138.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $10,113 | $5,256+92.4% | $4,696+115.4% | $4,876+107.4% |
| Participant deferral / active EE | $8,165 | $6,631+23.1% | $6,247+30.7% | $5,439+50.1% |
| Admin fee / account holder | $207 | $10,906-98.1% | $9,244-97.8% | $10,885-98.1% |