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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 | $400,920 | $150,447+166.5% | $136,298+194.1% | $147,586+171.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.72% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.9pp |
| Employer contribution / active EE | $8,400 | $5,256+59.8% | $4,696+78.9% | $4,876+72.3% |
| Participant deferral / active EE | $12,342 | $6,631+86.1% | $6,247+97.6% | $5,439+126.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |