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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 | $251,890 | $100,938+149.5% | $90,461+178.5% | $158,982+58.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.61% | 1727.20%-1708.6pp | 1294.76%-1276.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $4,326 | $3,691+17.2% | $3,264+32.5% | $4,763-9.2% |
| Participant deferral / active EE | $4,231 | $4,350-2.7% | $3,964+6.7% | $5,983-29.3% |
| Admin fee / account holder | $184 | $6,510-97.2% | $5,617-96.7% | $11,252-98.4% |