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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 | $325,707 | $106,557+205.7% | $91,227+257.0% | $134,545+142.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.95% | 160.81%-171.8pp | 114.14%-125.1pp | 418.37%-429.3pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,000 | $4,719+90.7% | $4,234+112.6% | $6,401+40.6% |
| Admin fee / account holder | $20 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |