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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 | $271,514 | $135,645+100.2% | $110,243+146.3% | $135,380+100.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $6,411 | $4,907+30.7% | $3,827+67.5% | $4,779+34.2% |
| Participant deferral / active EE | $8,454 | $5,507+53.5% | $4,672+80.9% | $5,609+50.7% |
| Admin fee / account holder | -$575 | $11,458-105.0% | $8,548-106.7% | $10,828-105.3% |