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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 | $1,176,526 | $138,114+751.9% | $125,391+838.3% | $134,545+774.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.19% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $7,489 | $5,246+42.7% | $4,816+55.5% | $4,742+57.9% |
| Participant deferral / active EE | $23,863 | $7,801+205.9% | $7,448+220.4% | $6,401+272.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |