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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 | $537,718 | $138,078+289.4% | $125,363+328.9% | $134,509+299.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $1,512 | $5,245-71.2% | $4,815-68.6% | $4,741-68.1% |
| Participant deferral / active EE | $16,500 | $7,800+111.5% | $7,447+121.6% | $6,400+157.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |