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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 | $327,620 | $154,228+112.4% | $145,433+125.3% | $137,256+138.7% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,695 | $4,804-43.9% | $4,554-40.8% | $4,156-35.2% |
| Participant deferral / active EE | $11,084 | $8,216+34.9% | $7,897+40.3% | $6,407+73.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |