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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 | $255,249 | $92,684+175.4% | $82,706+208.6% | $134,509+89.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.29% | 945.84%-960.1pp | 701.76%-716.1pp | 418.13%-432.4pp |
| Employer contribution / active EE | $10,676 | $3,272+226.3% | $3,007+255.0% | $4,741+125.2% |
| Participant deferral / active EE | $11,100 | $4,800+131.3% | $4,394+152.6% | $6,400+73.4% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |