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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 | $253,750 | $100,073+153.6% | $85,126+198.1% | $145,877+73.9% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 20.40% | 84.11%-63.7pp | 66.63%-46.2pp | 551.28%-530.9pp |
| Employer contribution / active EE | $3,981 | $3,236+23.0% | $2,731+45.7% | $4,663-14.6% |
| Participant deferral / active EE | $946 | $5,294-82.1% | $4,523-79.1% | $6,691-85.9% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |