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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 | $359,690 | $209,847+71.4% | $189,520+89.8% | $167,518+114.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.68% | 748.45%-735.8pp | 555.25%-542.6pp | 478.71%-466.0pp |
| Employer contribution / active EE | $10,747 | $6,913+55.5% | $6,161+74.4% | $4,838+122.1% |
| Participant deferral / active EE | $14,236 | $8,934+59.4% | $8,220+73.2% | $6,342+124.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |