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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 | $386,576 | $138,114+179.9% | $125,391+208.3% | $134,545+187.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.16% | 750.88%-765.0pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,831 | $5,246-27.0% | $4,816-20.4% | $4,742-19.2% |
| Participant deferral / active EE | $16,200 | $7,801+107.7% | $7,448+117.5% | $6,401+153.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |