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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 | $305,982 | $100,938+203.1% | $90,461+238.2% | $158,982+92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.45% | 1727.20%-1719.8pp | 1294.76%-1287.3pp | 302.99%-295.5pp |
| Employer contribution / active EE | $3,543 | $3,691-4.0% | $3,264+8.6% | $4,763-25.6% |
| Participant deferral / active EE | $5,000 | $4,350+15.0% | $3,964+26.1% | $5,983-16.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |