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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 | $312,973 | $150,446+108.0% | $136,297+129.6% | $147,585+112.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.73% | 1049.14%-1030.4pp | 5156.19%-5137.5pp | 578.58%-559.9pp |
| Employer contribution / active EE | $10,713 | $5,256+103.8% | $4,696+128.1% | $4,876+119.7% |
| Participant deferral / active EE | $11,868 | $6,631+79.0% | $6,247+90.0% | $5,439+118.2% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |