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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 | $256,552 | $84,685+202.9% | $73,836+247.5% | $125,389+104.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.07% | 3123.80%-3123.7pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $10,695 | $3,123+242.4% | $2,787+283.7% | $4,866+119.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |