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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 | $468,794 | $150,447+211.6% | $136,298+243.9% | $147,586+217.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $7,749 | $5,256+47.4% | $4,696+65.0% | $4,876+58.9% |
| Participant deferral / active EE | $11,500 | $6,631+73.4% | $6,247+84.1% | $5,439+111.4% |
| Admin fee / account holder | $45 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |