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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 | $642,435 | $121,656+428.1% | $104,614+514.1% | $158,950+304.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $800 | $3,164-74.7% | $2,681-70.2% | $4,762-83.2% |
| Participant deferral / active EE | $7,800 | $4,177+86.7% | $3,739+108.6% | $5,983+30.4% |
| Admin fee / account holder | $8 | $7,775-99.9% | $6,464-99.9% | $11,248-99.9% |