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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 | $652,461 | $180,459+261.6% | $154,108+323.4% | $135,380+381.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4788.61% | 888.21%+3900.4pp | 735.21%+4053.4pp | 519.81%+4268.8pp |
| Employer contribution / active EE | $11,766 | $6,035+95.0% | $5,298+122.1% | $4,779+146.2% |
| Participant deferral / active EE | $16,471 | $5,806+183.7% | $5,081+224.2% | $5,609+193.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |