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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 | $606,006 | $138,076+338.9% | $123,553+390.5% | $135,380+347.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.13% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $16,099 | $5,152+212.5% | $4,628+247.9% | $4,779+236.9% |
| Participant deferral / active EE | $7,783 | $6,800+14.5% | $6,426+21.1% | $5,609+38.8% |
| Admin fee / account holder | $39 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |