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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 | $257,151 | $150,447+70.9% | $136,298+88.7% | $147,586+74.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.60% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $16,499 | $5,256+213.9% | $4,696+251.4% | $4,876+238.3% |
| Participant deferral / active EE | $9,384 | $6,631+41.5% | $6,247+50.2% | $5,439+72.5% |
| Admin fee / account holder | $288 | $10,906-97.4% | $9,244-96.9% | $10,886-97.4% |