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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 | $377,724 | $99,644+279.1% | $86,438+337.0% | $134,532+180.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 6787.26%-6806.6pp | 4397.19%-4416.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $6,369 | $4,402+44.7% | $3,769+69.0% | $4,741+34.3% |
| Participant deferral / active EE | $12,772 | $7,247+76.2% | $6,952+83.7% | $6,401+99.5% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |