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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 | $268,568 | $102,663+161.6% | $86,216+211.5% | $139,466+92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.48% | 1924.52%-1911.0pp | 1169.42%-1155.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $13,781 | $3,035+354.1% | $2,382+478.7% | $4,754+189.9% |
| Participant deferral / active EE | $6,552 | $4,677+40.1% | $3,986+64.4% | $6,712-2.4% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |