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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 | $559,678 | $90,607+517.7% | $79,467+604.3% | $135,380+313.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 977.74%-982.8pp | 718.30%-723.4pp | 519.81%-524.9pp |
| Employer contribution / active EE | $3,900 | $3,068+27.1% | $2,800+39.3% | $4,779-18.4% |
| Participant deferral / active EE | $9,615 | $4,050+137.4% | $3,704+159.6% | $5,609+71.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |