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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 | $340,642 | $150,447+126.4% | $136,298+149.9% | $147,586+130.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1025.06% | 1049.15%-24.1pp | 5156.27%-4131.2pp | 578.59%+446.5pp |
| Employer contribution / active EE | $19,245 | $5,256+266.1% | $4,696+309.8% | $4,876+294.6% |
| Participant deferral / active EE | $8,250 | $6,631+24.4% | $6,247+32.1% | $5,439+51.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |