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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 | $434,471 | $138,102+214.6% | $125,381+246.5% | $134,532+222.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.99% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $11,274 | $5,245+114.9% | $4,815+134.1% | $4,741+137.8% |
| Participant deferral / active EE | $15,996 | $7,801+105.1% | $7,448+114.8% | $6,401+149.9% |
| Admin fee / account holder | $113 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |