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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 | $447,127 | $138,078+223.8% | $125,363+256.7% | $134,509+232.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.46% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $11,530 | $5,245+119.8% | $4,815+139.5% | $4,741+143.2% |
| Participant deferral / active EE | $17,392 | $7,800+123.0% | $7,447+133.5% | $6,400+171.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |