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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 | $488,720 | $190,879+156.0% | $160,009+205.4% | $134,532+263.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.55% | 552.63%-569.2pp | 408.85%-425.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $20,559 | $4,995+311.6% | $4,225+386.6% | $4,741+333.6% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.3% | $6,401+110.9% |
| Admin fee / account holder | $263 | $10,495-97.5% | $8,715-97.0% | $11,429-97.7% |