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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 | $286,250 | $138,102+107.3% | $125,381+128.3% | $134,532+112.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.07% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $5,715 | $5,245+8.9% | $4,815+18.7% | $4,741+20.5% |
| Participant deferral / active EE | $11,355 | $7,801+45.6% | $7,448+52.5% | $6,401+77.4% |
| Admin fee / account holder | $93 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |