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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 | $330,447 | $150,446+119.6% | $136,297+142.4% | $147,585+123.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.46% | 1049.14%-1031.7pp | 5156.19%-5138.7pp | 578.58%-561.1pp |
| Employer contribution / active EE | $16,931 | $5,256+222.1% | $4,696+260.6% | $4,876+247.2% |
| Participant deferral / active EE | $10,184 | $6,631+53.6% | $6,247+63.0% | $5,439+87.2% |
| Admin fee / account holder | $164 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |