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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 | $551,044 | $92,766+494.0% | $82,763+565.8% | $134,545+309.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.77% | 946.97%-965.7pp | 702.45%-721.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $14,346 | $3,273+338.3% | $3,008+376.9% | $4,742+202.6% |
| Participant deferral / active EE | $2,900 | $4,802-39.6% | $4,395-34.0% | $6,401-54.7% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |