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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 | $519,919 | $172,111+202.1% | $150,298+245.9% | $137,256+278.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 499.16% | 69.37%+429.8pp | 62.79%+436.4pp | 220.34%+278.8pp |
| Employer contribution / active EE | $1,509 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $5,403 | $6,166-12.4% | $5,453-0.9% | $6,407-15.7% |
| Admin fee / account holder | $281 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |