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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 | $342,658 | $197,637+73.4% | $177,848+92.7% | $158,982+115.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.36% | 58.77%-41.4pp | 48.33%-31.0pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,012 | $6,698-70.0% | $5,919-66.0% | $4,763-57.8% |
| Participant deferral / active EE | $8,333 | $8,405-0.9% | $7,714+8.0% | $5,983+39.3% |
| Admin fee / account holder | $113 | $15,406-99.3% | $12,431-99.1% | $11,252-99.0% |