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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 | $262,577 | $138,114+90.1% | $125,391+109.4% | $134,545+95.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.42% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $16,796 | $5,246+220.2% | $4,816+248.8% | $4,742+254.2% |
| Participant deferral / active EE | $13,280 | $7,801+70.2% | $7,448+78.3% | $6,401+107.5% |
| Admin fee / account holder | $202 | $11,570-98.3% | $10,009-98.0% | $11,431-98.2% |