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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 | $273,791 | $138,102+98.3% | $125,381+118.4% | $134,532+103.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.55% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $22,032 | $5,245+320.0% | $4,815+357.5% | $4,741+364.7% |
| Participant deferral / active EE | $18,526 | $7,801+137.5% | $7,448+148.7% | $6,401+189.4% |
| Admin fee / account holder | $169 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |