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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 | $325,083 | $138,076+135.4% | $123,553+163.1% | $135,380+140.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $10,089 | $5,152+95.8% | $4,628+118.0% | $4,779+111.1% |
| Participant deferral / active EE | $8,313 | $6,800+22.3% | $6,426+29.4% | $5,609+48.2% |
| Admin fee / account holder | -$46 | $10,917-100.4% | $9,284-100.5% | $10,828-100.4% |