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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 | $553,763 | $150,447+268.1% | $136,298+306.3% | $147,586+275.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.72% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.9pp |
| Employer contribution / active EE | $12,242 | $5,256+132.9% | $4,696+160.7% | $4,876+151.0% |
| Participant deferral / active EE | $11,139 | $6,631+68.0% | $6,247+78.3% | $5,439+104.8% |
| Admin fee / account holder | $77 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |