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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 | $302,711 | $81,749+270.3% | $58,544+417.1% | $139,456+117.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 102.43% | 7425.45%-7323.0pp | 4249.56%-4147.1pp | 373.45%-271.0pp |
| Employer contribution / active EE | $833 | $1,398-40.4% | $1,053-20.9% | $4,753-82.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |