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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 | $2,388,578 | $102,696+2225.9% | $86,235+2669.8% | $139,487+1612.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 53.35% | 1925.91%-1872.6pp | 1170.03%-1116.7pp | 373.84%-320.5pp |
| Employer contribution / active EE | $6,960 | $3,034+129.4% | $2,381+192.3% | $4,755+46.4% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $285 | $8,667-96.7% | $6,856-95.8% | $11,407-97.5% |