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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 | $269,241 | $185,225+45.4% | $142,898+88.4% | $167,553+60.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.27% | 8558.12%-8544.9pp | 5639.64%-5626.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,617 | $5,607-71.2% | $4,146-61.0% | $4,840-66.6% |
| Participant deferral / active EE | $13,325 | $4,496+196.4% | $3,838+247.1% | $6,343+110.1% |
| Admin fee / account holder | $63 | $8,032-99.2% | $6,560-99.0% | $12,316-99.5% |