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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 | $399,470 | $185,312+115.6% | $161,489+147.4% | $154,746+158.1% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 13.39% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,315 | $4,769-72.4% | $4,268-69.2% | $4,379-70.0% |
| Participant deferral / active EE | $8,288 | $6,350+30.5% | $5,630+47.2% | $6,730+23.1% |
| Admin fee / account holder | $251 | $18,654-98.7% | $16,006-98.4% | $14,365-98.3% |