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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 | $365,791 | $99,647+267.1% | $86,439+323.2% | $134,509+171.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 6784.13%-6799.0pp | 4395.55%-4410.4pp | 418.13%-433.0pp |
| Employer contribution / active EE | $14,548 | $4,401+230.6% | $3,769+286.0% | $4,741+206.9% |
| Participant deferral / active EE | $9,000 | $7,246+24.2% | $6,952+29.5% | $6,400+40.6% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |