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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 | $604,838 | $100,938+499.2% | $90,461+568.6% | $158,982+280.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 38.01% | 1727.20%-1689.2pp | 1294.76%-1256.8pp | 302.99%-265.0pp |
| Employer contribution / active EE | $13,200 | $3,691+257.6% | $3,264+304.4% | $4,763+177.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |