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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 | $271,667 | $104,709+159.4% | $85,705+217.0% | $167,553+62.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.06% | 21.45%-5.4pp | 21.49%-5.4pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,974 | $3,338+19.0% | $2,619+51.7% | $4,840-17.9% |
| Participant deferral / active EE | $11,334 | $4,827+134.8% | $3,924+188.8% | $6,343+78.7% |
| Admin fee / account holder | $29 | $10,036-99.7% | $6,877-99.6% | $12,316-99.8% |