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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 | $859,400 | $92,684+827.2% | $82,706+939.1% | $134,509+538.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.49% | 945.84%-958.3pp | 701.76%-714.3pp | 418.13%-430.6pp |
| Employer contribution / active EE | $4,450 | $3,272+36.0% | $3,007+48.0% | $4,741-6.1% |
| Participant deferral / active EE | $10,350 | $4,800+115.6% | $4,394+135.6% | $6,400+61.7% |
| Admin fee / account holder | $60 | $5,982-99.0% | $5,329-98.9% | $11,427-99.5% |