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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 | $267,902 | $183,988+45.6% | $162,177+65.2% | $152,897+75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $15,039 | $6,370+136.1% | $5,613+167.9% | $4,764+215.7% |
| Participant deferral / active EE | $8,804 | $8,032+9.6% | $7,297+20.7% | $5,851+50.5% |
| Admin fee / account holder | $7 | $13,123-100.0% | $10,843-99.9% | $11,599-99.9% |