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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 | $347,951 | $177,353+96.2% | $158,226+119.9% | $198,609+75.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.25% | 599.50%-585.3pp | 501.41%-487.2pp | 202.70%-188.4pp |
| Employer contribution / active EE | $27,300 | $3,239+742.9% | $2,986+814.4% | $5,055+440.0% |
| Participant deferral / active EE | $14,750 | $4,615+219.6% | $4,317+241.7% | $6,977+111.4% |
| Admin fee / account holder | $25 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |