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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 | $507,591 | $138,114+267.5% | $125,391+304.8% | $134,545+277.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.34% | 750.88%-763.2pp | 572.41%-584.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $20,679 | $5,246+294.2% | $4,816+329.4% | $4,742+336.1% |
| Participant deferral / active EE | $18,404 | $7,801+135.9% | $7,448+147.1% | $6,401+187.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |