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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 | $383,293 | $209,425+83.0% | $178,499+114.7% | $158,966+141.1% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 12.42% | 188.80%-176.4pp | 151.10%-138.7pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,472 | $5,955+25.5% | $5,202+43.6% | $5,983+24.9% |
| Admin fee / account holder | $22 | $17,078-99.9% | $13,986-99.8% | $11,250-99.8% |