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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 | $488,357 | $212,386+129.9% | $199,883+144.3% | $138,895+251.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.31% | 47.75%-31.4pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $8,352 | $6,625+26.1% | $6,261+33.4% | $4,194+99.1% |
| Participant deferral / active EE | $3,352 | $9,617-65.1% | $9,138-63.3% | $6,396-47.6% |
| Admin fee / account holder | $28 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |