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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 | $368,033 | $161,352+128.1% | $134,172+174.3% | $137,256+168.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.29% | 28.72%-14.4pp | 25.30%-11.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,265 | $4,099+4.1% | $3,420+24.7% | $4,156+2.6% |
| Participant deferral / active EE | $11,103 | $5,552+100.0% | $4,690+136.7% | $6,407+73.3% |
| Admin fee / account holder | $172 | $15,028-98.9% | $12,016-98.6% | $12,270-98.6% |