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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 | $270,542 | $150,446+79.8% | $136,297+98.5% | $147,585+83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.08% | 1049.14%-1035.1pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $9,015 | $5,256+71.5% | $4,696+92.0% | $4,876+84.9% |
| Participant deferral / active EE | $11,243 | $6,631+69.6% | $6,247+80.0% | $5,439+106.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |