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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 | $380,766 | $201,344+89.1% | $184,243+106.7% | $145,877+161.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.54% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $3,560 | $7,022-49.3% | $6,427-44.6% | $4,663-23.7% |
| Participant deferral / active EE | $17,833 | $9,807+81.8% | $9,132+95.3% | $6,691+166.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |