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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 | $464,447 | $135,956+241.6% | $123,894+274.9% | $273,972+69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $16,897 | $5,170+226.8% | $4,617+266.0% | $4,869+247.0% |
| Participant deferral / active EE | $10,630 | $6,343+67.6% | $5,984+77.6% | $5,287+101.1% |
| Admin fee / account holder | $59 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |