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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 | $2,210,611 | $147,727+1396.4% | $115,756+1809.7% | $134,532+1543.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -6.16% | 73.96%-80.1pp | 143.14%-149.3pp | 418.27%-424.4pp |
| Employer contribution / active EE | $13,667 | $4,713+190.0% | $3,793+260.4% | $4,741+188.3% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $14,571-99.9% | $8,124-99.8% | $11,429-99.8% |