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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 | $271,810 | $174,379+55.9% | $152,093+78.7% | $138,895+95.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.33% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,364 | $4,652-49.2% | $4,175-43.4% | $4,194-43.6% |
| Participant deferral / active EE | $12,327 | $6,159+100.1% | $5,451+126.1% | $6,396+92.7% |
| Admin fee / account holder | $30 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |