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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 | $775,054 | $90,606+755.4% | $79,466+875.3% | $135,379+472.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.16% | 977.69%-980.9pp | 718.28%-721.4pp | 519.79%-522.9pp |
| Employer contribution / active EE | $14,249 | $3,068+364.5% | $2,800+408.8% | $4,779+198.2% |
| Participant deferral / active EE | $13,980 | $4,050+245.2% | $3,704+277.4% | $5,609+149.2% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |