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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 | $505,924 | $180,459+180.4% | $154,108+228.3% | $135,380+273.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.95% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,918 | $6,035-18.5% | $5,298-7.2% | $4,779+2.9% |
| Participant deferral / active EE | $7,929 | $5,806+36.5% | $5,081+56.1% | $5,609+41.4% |
| Admin fee / account holder | $144 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |