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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 | $777,880 | $92,766+738.5% | $82,763+839.9% | $134,545+478.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.30% | 946.97%-958.3pp | 702.45%-713.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $13,250 | $3,273+304.8% | $3,008+340.4% | $4,742+179.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $53 | $5,978-99.1% | $5,325-99.0% | $11,431-99.5% |