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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 | $264,019 | $109,863+140.3% | $98,477+168.1% | $167,518+57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.39% | 1958.09%-1944.7pp | 1493.59%-1480.2pp | 478.71%-465.3pp |
| Employer contribution / active EE | $17,014 | $3,225+427.5% | $2,961+474.7% | $4,838+251.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10 | $6,755-99.8% | $5,951-99.8% | $12,312-99.9% |