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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 | $349,385 | $160,059+118.3% | $140,019+149.5% | $135,380+158.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.74% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $35,543 | $6,420+453.7% | $5,605+534.1% | $4,779+643.8% |
| Participant deferral / active EE | $15,375 | $7,641+101.2% | $6,927+122.0% | $5,609+174.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |