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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 | $593,036 | $92,766+539.3% | $82,763+616.5% | $134,545+340.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.20% | 946.97%-963.2pp | 702.45%-718.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $22,951 | $3,273+601.2% | $3,008+662.9% | $4,742+384.0% |
| Participant deferral / active EE | $14,299 | $4,802+197.8% | $4,395+225.3% | $6,401+123.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |