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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 | $279,924 | $138,114+102.7% | $125,391+123.2% | $134,545+108.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.68% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $5,619 | $5,246+7.1% | $4,816+16.7% | $4,742+18.5% |
| Participant deferral / active EE | $13,818 | $7,801+77.1% | $7,448+85.5% | $6,401+115.9% |
| Admin fee / account holder | $120 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |