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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 | $500,340 | $102,624+387.5% | $86,200+480.4% | $139,427+258.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.31% | 1922.69%-1903.4pp | 1168.58%-1149.3pp | 373.27%-354.0pp |
| Employer contribution / active EE | $43,750 | $3,033+1342.5% | $2,381+1737.8% | $4,752+820.8% |
| Participant deferral / active EE | $27,958 | $4,676+497.9% | $3,986+601.5% | $6,711+316.6% |
| Admin fee / account holder | $0 | $8,658-100.0% | $6,853-100.0% | $11,404-100.0% |