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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 | $267,011 | $150,442+77.5% | $136,295+95.9% | $147,585+80.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.69% | 1049.09%-1031.4pp | 5155.97%-5138.3pp | 578.56%-560.9pp |
| Employer contribution / active EE | $4,372 | $5,256-16.8% | $4,695-6.9% | $4,876-10.3% |
| Participant deferral / active EE | $10,760 | $6,630+62.3% | $6,247+72.2% | $5,439+97.8% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |