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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 | $265,101 | $169,361+56.5% | $129,397+104.9% | $145,877+81.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.04% | 14395.54%-14360.5pp | 9453.98%-9418.9pp | 551.28%-516.2pp |
| Employer contribution / active EE | $20,700 | $5,542+273.5% | $4,154+398.3% | $4,663+343.9% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,691+71.9% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |