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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 | $410,588 | $138,102+197.3% | $125,381+227.5% | $134,532+205.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.22% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $12,713 | $5,245+142.4% | $4,815+164.0% | $4,741+168.2% |
| Participant deferral / active EE | $14,400 | $7,801+84.6% | $7,448+93.3% | $6,401+125.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |