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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 | $308,018 | $165,381+86.2% | $149,730+105.7% | $158,966+93.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.73% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.2pp |
| Employer contribution / active EE | $9,777 | $5,104+91.6% | $4,645+110.5% | $4,762+105.3% |
| Participant deferral / active EE | $9,166 | $7,182+27.6% | $6,843+34.0% | $5,983+53.2% |
| Admin fee / account holder | $297 | $10,809-97.3% | $9,310-96.8% | $11,250-97.4% |