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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 | $305,534 | $138,076+121.3% | $123,553+147.3% | $135,380+125.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.84% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $14,292 | $5,152+177.4% | $4,628+208.8% | $4,779+199.1% |
| Participant deferral / active EE | $15,291 | $6,800+124.9% | $6,426+138.0% | $5,609+172.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |