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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 | $551,649 | $171,867+221.0% | $149,721+268.5% | $147,586+273.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.34% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $11,084 | $6,275+76.6% | $5,444+103.6% | $4,876+127.3% |
| Participant deferral / active EE | $15,163 | $7,270+108.6% | $6,568+130.9% | $5,439+178.8% |
| Admin fee / account holder | $135 | $13,799-99.0% | $11,282-98.8% | $10,886-98.8% |