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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 | $316,486 | $138,076+129.2% | $123,553+156.2% | $135,380+133.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.82% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,550 | $5,152+7.7% | $4,628+19.9% | $4,779+16.1% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |