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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 | $1,415,800 | $92,684+1427.6% | $82,706+1611.8% | $134,509+952.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 82.64% | 945.84%-863.2pp | 701.76%-619.1pp | 418.13%-335.5pp |
| Employer contribution / active EE | $18,750 | $3,272+473.1% | $3,007+523.4% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |