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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 | $351,744 | $180,459+94.9% | $154,108+128.2% | $135,380+159.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $20,201 | $6,035+234.7% | $5,298+281.3% | $4,779+322.7% |
| Participant deferral / active EE | $14,004 | $5,806+141.2% | $5,081+175.6% | $5,609+149.7% |
| Admin fee / account holder | $205 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |