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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 | $513,747 | $138,075+272.1% | $123,552+315.8% | $135,379+279.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.84% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $16,708 | $5,152+224.3% | $4,628+261.0% | $4,779+249.6% |
| Participant deferral / active EE | $13,054 | $6,800+92.0% | $6,426+103.1% | $5,609+132.7% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,285-99.4% | $10,828-99.4% |