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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 | $346,732 | $156,963+120.9% | $121,204+186.1% | $139,466+148.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 46.69% | 1476.75%-1430.1pp | 987.18%-940.5pp | 373.66%-327.0pp |
| Employer contribution / active EE | $24,938 | $5,544+349.8% | $4,170+498.1% | $4,754+424.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $92 | $6,953-98.7% | $5,651-98.4% | $11,409-99.2% |