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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 | $255,998 | $138,075+85.4% | $123,552+107.2% | $135,379+89.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $6,451 | $5,152+25.2% | $4,628+39.4% | $4,779+35.0% |
| Participant deferral / active EE | $18,813 | $6,800+176.7% | $6,426+192.8% | $5,609+235.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |