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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 | $343,374 | $104,116+229.8% | $71,089+383.0% | $135,380+153.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.80% | 1256.51%-1260.3pp | 650.65%-654.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $17,338 | $1,485+1067.6% | $1,088+1494.0% | $4,779+262.8% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |