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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 | $138,114+203.6% | $125,391+234.4% | $134,545+211.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.22% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $29,769 | $5,246+467.5% | $4,816+518.2% | $4,742+527.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $167 | $11,570-98.6% | $10,009-98.3% | $11,431-98.5% |