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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 | $399,011 | $138,114+188.9% | $125,391+218.2% | $134,545+196.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.02% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $12,579 | $5,246+139.8% | $4,816+161.2% | $4,742+165.3% |
| Participant deferral / active EE | $12,221 | $7,801+56.7% | $7,448+64.1% | $6,401+90.9% |
| Admin fee / account holder | $37 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |