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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 | $290,752 | $138,075+110.6% | $123,552+135.3% | $135,379+114.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.16% | 153.70%-153.5pp | 119.20%-119.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $10,037 | $5,152+94.8% | $4,628+116.9% | $4,779+110.0% |
| Participant deferral / active EE | $14,321 | $6,800+110.6% | $6,426+122.9% | $5,609+155.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |