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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 | $280,232 | $150,447+86.3% | $136,298+105.6% | $147,586+89.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.31% | 1049.15%-1031.8pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $11,291 | $5,256+114.8% | $4,696+140.5% | $4,876+131.5% |
| Participant deferral / active EE | $13,855 | $6,631+109.0% | $6,247+121.8% | $5,439+154.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |