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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 | $376,536 | $202,326+86.1% | $172,745+118.0% | $152,870+146.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.71% | 1029.72%-983.0pp | 802.90%-756.2pp | 345.34%-298.6pp |
| Employer contribution / active EE | $16,877 | $5,858+188.1% | $5,144+228.1% | $4,763+254.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |