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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 | $460,118 | $97,732+370.8% | $83,831+448.9% | $135,380+239.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.72% | 1287.56%-1291.3pp | 850.99%-854.7pp | 519.81%-523.5pp |
| Employer contribution / active EE | $14,701 | $4,222+248.2% | $3,631+304.9% | $4,779+207.6% |
| Participant deferral / active EE | $15,941 | $4,683+240.4% | $4,082+290.5% | $5,609+184.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |