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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 | $479,453 | $138,114+247.1% | $125,391+282.4% | $134,545+256.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.63% | 750.88%-763.5pp | 572.41%-585.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $7,500 | $5,246+43.0% | $4,816+55.7% | $4,742+58.2% |
| Participant deferral / active EE | $25,000 | $7,801+220.5% | $7,448+235.7% | $6,401+290.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |