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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 | $503,014 | $198,457+153.5% | $170,435+195.1% | $147,586+240.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 52.55% | 257.30%-204.8pp | 205.94%-153.4pp | 578.59%-526.0pp |
| Employer contribution / active EE | $36,823 | $6,183+495.5% | $5,432+577.8% | $4,876+655.1% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |