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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 | $419,366 | $138,068+203.7% | $125,358+234.5% | $134,493+211.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.22% | 750.30%-767.5pp | 572.03%-589.2pp | 418.01%-435.2pp |
| Employer contribution / active EE | $29,769 | $5,244+467.7% | $4,814+518.4% | $4,740+528.0% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $167 | $11,568-98.6% | $10,007-98.3% | $11,425-98.5% |