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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 | $286,850 | $150,447+90.7% | $136,298+110.5% | $147,586+94.4% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,250 | $5,256-57.2% | $4,696-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $5,964 | $6,631-10.1% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |