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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 | $376,794 | $180,466+108.8% | $154,114+144.5% | $135,382+178.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.66% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $10,297 | $6,035+70.6% | $5,298+94.4% | $4,779+115.5% |
| Participant deferral / active EE | $10,131 | $5,806+74.5% | $5,081+99.4% | $5,609+80.6% |
| Admin fee / account holder | $72 | $16,144-99.6% | $13,411-99.5% | $10,829-99.3% |