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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 | $303,904 | $134,001+126.8% | $112,258+170.7% | $134,509+125.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.05% | 47.15%-60.2pp | 27.47%-40.5pp | 418.13%-431.2pp |
| Employer contribution / active EE | $24,188 | $4,039+498.8% | $3,636+565.3% | $4,741+410.2% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |