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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 | $647,315 | $92,743+598.0% | $82,744+682.3% | $134,532+381.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 946.63%-962.4pp | 702.22%-718.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $17,840 | $3,273+445.1% | $3,008+493.1% | $4,741+276.3% |
| Participant deferral / active EE | $18,875 | $4,802+293.1% | $4,395+329.5% | $6,401+194.9% |
| Admin fee / account holder | $42 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |