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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 | $358,268 | $169,361+111.5% | $129,397+176.9% | $145,877+145.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 30.14% | 14395.54%-14365.4pp | 9453.98%-9423.8pp | 551.28%-521.1pp |
| Employer contribution / active EE | $9,022 | $5,542+62.8% | $4,154+117.2% | $4,663+93.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |