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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 | $253,692 | $162,967+55.7% | $135,792+86.8% | $138,895+82.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.33% | 30.08%-10.7pp | 25.96%-6.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,366 | $4,211-67.6% | $3,496-60.9% | $4,194-67.4% |
| Participant deferral / active EE | $1,366 | $5,640-75.8% | $4,759-71.3% | $6,396-78.6% |
| Admin fee / account holder | $100 | $15,306-99.3% | $12,266-99.2% | $12,562-99.2% |