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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 | $349,359 | $138,114+152.9% | $125,391+178.6% | $134,545+159.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.81% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,015 | $5,246-4.4% | $4,816+4.1% | $4,742+5.8% |
| Participant deferral / active EE | $24,261 | $7,801+211.0% | $7,448+225.7% | $6,401+279.0% |
| Admin fee / account holder | -$476 | $11,570-104.1% | $10,009-104.8% | $11,431-104.2% |