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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 | $2,483,413 | $210,698+1078.7% | $178,014+1295.1% | $145,959+1601.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.00% | 386.27%-361.3pp | 294.80%-269.8pp | 561.95%-536.9pp |
| Employer contribution / active EE | $3,480 | $4,567-23.8% | $3,950-11.9% | $4,661-25.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |