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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 | $272,974 | $138,102+97.7% | $125,381+117.7% | $134,532+102.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $8,805 | $5,245+67.9% | $4,815+82.9% | $4,741+85.7% |
| Participant deferral / active EE | $6,524 | $7,801-16.4% | $7,448-12.4% | $6,401+1.9% |
| Admin fee / account holder | $17 | $11,568-99.9% | $10,007-99.8% | $11,429-99.8% |