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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 | $655,288 | $99,644+557.6% | $86,438+658.1% | $134,532+387.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.87% | 6787.26%-6790.1pp | 4397.19%-4400.1pp | 418.27%-421.1pp |
| Employer contribution / active EE | $3,333 | $4,402-24.3% | $3,769-11.6% | $4,741-29.7% |
| Participant deferral / active EE | $10,105 | $7,247+39.4% | $6,952+45.3% | $6,401+57.9% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |