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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 | $750,696 | $138,075+443.7% | $123,552+507.6% | $135,379+454.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $28,493 | $5,152+453.1% | $4,628+515.7% | $4,779+496.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |