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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 | $348,322 | $180,459+93.0% | $154,108+126.0% | $135,380+157.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.23% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $10,009 | $6,035+65.8% | $5,298+88.9% | $4,779+109.4% |
| Participant deferral / active EE | $2,215 | $5,806-61.9% | $5,081-56.4% | $5,609-60.5% |
| Admin fee / account holder | $166 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |