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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 | $324,558 | $92,743+250.0% | $82,744+292.2% | $134,532+141.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.42% | 946.63%-966.1pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $7,844 | $3,273+139.7% | $3,008+160.8% | $4,741+65.4% |
| Participant deferral / active EE | $25,750 | $4,802+436.3% | $4,395+485.9% | $6,401+302.3% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |