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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 | $784,198 | $150,447+421.2% | $136,298+475.4% | $147,586+431.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 91.51% | 1049.15%-957.6pp | 5156.27%-5064.8pp | 578.59%-487.1pp |
| Employer contribution / active EE | $48,077 | $5,256+814.6% | $4,696+923.9% | $4,876+885.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |