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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 | $4,479,342 | $172,758+2492.8% | $149,600+2894.2% | $138,895+3125.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 12.03% | 181.17%-169.1pp | 129.59%-117.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,000 | $4,778-37.2% | $4,193-28.5% | $4,194-28.5% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |