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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 | $817,537 | $180,466+353.0% | $154,114+430.5% | $135,382+503.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.02% | 888.15%-890.2pp | 735.16%-737.2pp | 519.77%-521.8pp |
| Employer contribution / active EE | $24,679 | $6,035+308.9% | $5,298+365.8% | $4,779+416.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |