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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 | $447,470 | $138,072+224.1% | $123,549+262.2% | $135,382+230.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 153.69%-158.3pp | 119.20%-123.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $8,000 | $5,152+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $13,280 | $6,799+95.3% | $6,426+106.7% | $5,609+136.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |