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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 | $461,500 | $171,867+168.5% | $149,721+208.2% | $147,586+212.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.33% | 2113.36%-2094.0pp | 1501.67%-1482.3pp | 578.59%-559.3pp |
| Employer contribution / active EE | $24,000 | $6,275+282.5% | $5,444+340.8% | $4,876+392.2% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |