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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 | $306,847 | $156,398+96.2% | $147,318+108.3% | $138,895+120.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 21.01% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,881 | $4,853-20.0% | $4,593-15.5% | $4,194-7.5% |
| Participant deferral / active EE | $9,138 | $8,237+10.9% | $7,906+15.6% | $6,396+42.9% |
| Admin fee / account holder | $130 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |