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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 | $574,633 | $160,040+259.1% | $147,096+290.7% | $145,877+293.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 591.86% | 98.49%+493.4pp | 419.75%+172.1pp | 551.28%+40.6pp |
| Employer contribution / active EE | $11,785 | $5,289+122.8% | $4,936+138.7% | $4,663+152.7% |
| Participant deferral / active EE | $9,809 | $8,429+16.4% | $8,071+21.5% | $6,691+46.6% |
| Admin fee / account holder | $8 | $15,050-100.0% | $13,005-99.9% | $13,402-99.9% |