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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 | $347,493 | $97,732+255.6% | $83,831+314.5% | $135,380+156.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.14% | 1287.56%-1291.7pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $14,225 | $4,222+236.9% | $3,631+291.7% | $4,779+197.7% |
| Participant deferral / active EE | $16,507 | $4,683+252.5% | $4,082+304.4% | $5,609+194.3% |
| Admin fee / account holder | $17 | $6,675-99.8% | $5,479-99.7% | $10,828-99.8% |