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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 | $385,607 | $150,447+156.3% | $136,298+182.9% | $147,586+161.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.84% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.8pp |
| Employer contribution / active EE | $11,256 | $5,256+114.1% | $4,696+139.7% | $4,876+130.8% |
| Participant deferral / active EE | $10,547 | $6,631+59.1% | $6,247+68.8% | $5,439+93.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |