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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 | $294,099 | $138,076+113.0% | $123,553+138.0% | $135,380+117.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.35% | 153.70%-154.1pp | 119.21%-119.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $25,549 | $5,152+395.9% | $4,628+452.0% | $4,779+434.6% |
| Participant deferral / active EE | $9,305 | $6,800+36.8% | $6,426+44.8% | $5,609+65.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |