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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 | $406,563 | $76,522+431.3% | $56,033+625.6% | $145,884+178.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 21.73% | 3014.28%-2992.5pp | 1711.38%-1689.6pp | 551.85%-530.1pp |
| Employer contribution / active EE | $20,884 | $1,382+1410.8% | $1,041+1906.4% | $4,662+347.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |