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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 | $432,348 | $138,102+213.1% | $125,381+244.8% | $134,532+221.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.88% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,209 | $5,245-19.8% | $4,815-12.6% | $4,741-11.2% |
| Participant deferral / active EE | $18,675 | $7,801+139.4% | $7,448+150.7% | $6,401+191.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |