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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 | $1,421,822 | $97,759+1354.4% | $83,849+1595.7% | $135,377+950.3% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 99.79% | 1287.41%-1187.6pp | 850.91%-751.1pp | 519.75%-420.0pp |
| Employer contribution / active EE | $31,371 | $4,222+643.1% | $3,631+764.0% | $4,779+556.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |