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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 | $572,158 | $138,078+314.4% | $125,363+356.4% | $134,509+325.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.24% | 750.49%-761.7pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $18,251 | $5,245+248.0% | $4,815+279.1% | $4,741+285.0% |
| Participant deferral / active EE | $9,000 | $7,800+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |