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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 | $281,699 | $90,607+210.9% | $79,467+254.5% | $135,380+108.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.13% | 977.74%-979.9pp | 718.30%-720.4pp | 519.81%-521.9pp |
| Employer contribution / active EE | $11,417 | $3,068+272.2% | $2,800+307.7% | $4,779+138.9% |
| Participant deferral / active EE | $10,586 | $4,050+161.4% | $3,704+185.8% | $5,609+88.7% |
| Admin fee / account holder | $296 | $5,895-95.0% | $5,104-94.2% | $10,828-97.3% |