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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 | $328,537 | $138,102+137.9% | $125,381+162.0% | $134,532+144.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.81% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,755 | $5,245-28.4% | $4,815-22.0% | $4,741-20.8% |
| Participant deferral / active EE | $13,611 | $7,801+74.5% | $7,448+82.8% | $6,401+112.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |