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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 | $771,441 | $138,076+458.7% | $123,553+524.4% | $135,380+469.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.50% | 153.70%-154.2pp | 119.21%-119.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $14,522 | $5,152+181.9% | $4,628+213.8% | $4,779+203.9% |
| Participant deferral / active EE | $13,180 | $6,800+93.8% | $6,426+105.1% | $5,609+135.0% |
| Admin fee / account holder | $130 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |