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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 | $405,945 | $101,283+300.8% | $75,826+435.4% | $135,379+199.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 1.38% | 3384.62%-3383.2pp | 1914.15%-1912.8pp | 519.79%-518.4pp |
| Employer contribution / active EE | $6,000 | $2,382+151.9% | $1,913+213.6% | $4,779+25.6% |
| Participant deferral / active EE | $10,000 | $3,469+188.3% | $2,862+249.3% | $5,609+78.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |