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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 | $372,492 | $109,905+238.9% | $98,506+278.1% | $167,553+122.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.79% | 1960.20%-1941.4pp | 1494.92%-1476.1pp | 478.89%-460.1pp |
| Employer contribution / active EE | $2,709 | $3,226-16.0% | $2,961-8.5% | $4,840-44.0% |
| Participant deferral / active EE | $9,900 | $4,674+111.8% | $4,277+131.5% | $6,343+56.1% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |