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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 | $269,915 | $138,114+95.4% | $125,391+115.3% | $134,545+100.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -9.82% | 750.88%-760.7pp | 572.41%-582.2pp | 418.37%-428.2pp |
| Employer contribution / active EE | $3,791 | $5,246-27.7% | $4,816-21.3% | $4,742-20.0% |
| Participant deferral / active EE | $7,980 | $7,801+2.3% | $7,448+7.1% | $6,401+24.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |