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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 | $482,908 | $150,442+221.0% | $136,295+254.3% | $147,585+227.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1049.09%-1030.7pp | 5155.97%-5137.6pp | 578.56%-560.2pp |
| Employer contribution / active EE | $8,335 | $5,256+58.6% | $4,695+77.5% | $4,876+70.9% |
| Participant deferral / active EE | $8,335 | $6,630+25.7% | $6,247+33.4% | $5,439+53.3% |
| Admin fee / account holder | $109 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |