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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 | $281,808 | $138,102+104.1% | $125,381+124.8% | $134,532+109.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.31% | 750.73%-763.0pp | 572.31%-584.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,888 | $5,245-64.0% | $4,815-60.8% | $4,741-60.2% |
| Participant deferral / active EE | $7,426 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |