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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 | $628,674 | $138,102+355.2% | $125,381+401.4% | $134,532+367.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.58% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $22,764 | $5,245+334.0% | $4,815+372.8% | $4,741+380.1% |
| Participant deferral / active EE | $17,389 | $7,801+122.9% | $7,448+133.5% | $6,401+171.7% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |