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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 | $284,616 | $105,856+168.9% | $90,161+215.7% | $147,586+92.8% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 15.73% | 37.63%-21.9pp | 34.89%-19.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $10,213 | $4,126+147.5% | $3,318+207.8% | $4,876+109.4% |
| Participant deferral / active EE | $6,720 | $5,733+17.2% | $5,287+27.1% | $5,439+23.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |