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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 | $181,062+120.6% | $158,223+152.5% | $155,188+157.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 13.39% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,315 | $4,565-71.2% | $4,109-68.0% | $4,248-69.0% |
| Participant deferral / active EE | $8,288 | $6,134+35.1% | $5,467+51.6% | $6,531+26.9% |
| Admin fee / account holder | $251 | $18,825-98.7% | $16,047-98.4% | $14,480-98.3% |