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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 | $2,550,000 | $817,678+211.9% | $392,568+549.6% | $152,885+1567.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 148.28% | 22.84%+125.4pp | 24.42%+123.9pp | 345.39%-197.1pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,598-100.0% |