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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 | $260,824 | $160,059+63.0% | $140,019+86.3% | $135,380+92.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -6.43% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $15,268 | $6,420+137.8% | $5,605+172.4% | $4,779+219.5% |
| Participant deferral / active EE | $10,231 | $7,641+33.9% | $6,927+47.7% | $5,609+82.4% |
| Admin fee / account holder | $29 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |