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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 | $347,997 | $174,379+99.6% | $152,093+128.8% | $138,895+150.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.82% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,285 | $4,652-50.9% | $4,175-45.3% | $4,194-45.5% |
| Participant deferral / active EE | $6,856 | $6,159+11.3% | $5,451+25.8% | $6,396+7.2% |
| Admin fee / account holder | $68 | $16,880-99.6% | $14,497-99.5% | $12,562-99.5% |