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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 | $534,400 | $160,059+233.9% | $140,019+281.7% | $135,380+294.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.78% | 911.48%-914.3pp | 651.17%-653.9pp | 519.81%-522.6pp |
| Employer contribution / active EE | $23,421 | $6,420+264.8% | $5,605+317.8% | $4,779+390.1% |
| Participant deferral / active EE | $12,604 | $7,641+65.0% | $6,927+82.0% | $5,609+124.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |