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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 | $354,786 | $97,759+262.9% | $83,849+323.1% | $135,377+162.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.95% | 1287.41%-1293.4pp | 850.91%-856.9pp | 519.75%-525.7pp |
| Employer contribution / active EE | $16,316 | $4,222+286.5% | $3,631+349.4% | $4,779+241.4% |
| Participant deferral / active EE | $11,099 | $4,682+137.0% | $4,082+171.9% | $5,609+97.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |