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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 | $717,341 | $190,862+275.8% | $159,991+348.4% | $134,509+433.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.80% | 552.59%-564.4pp | 408.82%-420.6pp | 418.13%-429.9pp |
| Employer contribution / active EE | $37,250 | $4,995+645.8% | $4,225+781.7% | $4,741+685.8% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |