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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 | $309,291 | $150,447+105.6% | $136,298+126.9% | $147,586+109.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.93% | 1049.15%-1022.2pp | 5156.27%-5129.3pp | 578.59%-551.7pp |
| Employer contribution / active EE | $16,995 | $5,256+223.3% | $4,696+261.9% | $4,876+248.5% |
| Participant deferral / active EE | $16,764 | $6,631+152.8% | $6,247+168.3% | $5,439+208.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |