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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 | $274,382 | $180,459+52.0% | $154,108+78.0% | $135,380+102.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.54% | 888.21%-891.8pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $5,422 | $6,035-10.2% | $5,298+2.4% | $4,779+13.5% |
| Participant deferral / active EE | $5,306 | $5,806-8.6% | $5,081+4.4% | $5,609-5.4% |
| Admin fee / account holder | $136 | $16,145-99.2% | $13,411-99.0% | $10,828-98.7% |