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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 | $336,662 | $185,225+81.8% | $142,898+135.6% | $167,536+100.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.01% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $18,400 | $5,607+228.2% | $4,146+343.8% | $4,839+280.2% |
| Participant deferral / active EE | $14,013 | $4,496+211.7% | $3,838+265.1% | $6,342+121.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |