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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 | $322,629 | $138,076+133.7% | $123,553+161.1% | $135,380+138.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.23% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $45,071 | $5,152+774.8% | $4,628+873.9% | $4,779+843.1% |
| Participant deferral / active EE | $27,925 | $6,800+310.7% | $6,426+334.6% | $5,609+397.9% |
| Admin fee / account holder | $68 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |